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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$23,649 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,153 | $51,620+223.8% | $90,324+85.1% | $65,186+156.4% |
| Participation rate | 100.0% | 68.6%+31.4pp | 73.3%+26.7pp | 70.2%+29.8pp |
| Annual return | 25.57% | 24.94%+0.6pp | 78.15%-52.6pp | 29.39%-3.8pp |
| Employer contribution / active EE | $20,850 | $2,235+833.1% | $2,856+630.1% | $2,177+857.9% |
| Participant deferral / active EE | $0 | $2,871-100.0% | $3,885-100.0% | $3,514-100.0% |
| Admin fee / account holder | -$99 | $384-125.6% | $5,356-101.8% | $847-111.6% |