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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$11,331 |
Employer 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 | $121,057 | $53,128+127.9% | $86,582+39.8% | $70,126+72.6% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 26.30% | 27.66%-1.4pp | 965.08%-938.8pp | 73.15%-46.8pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $13,064 | $2,695+384.7% | $3,609+262.0% | $3,332+292.1% |
| Admin fee / account holder | -$78 | $3,584-102.2% | $4,904-101.6% | $4,645-101.7% |