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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$5,542 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,634 | $63,768+192.7% | $98,506+89.5% | $79,389+135.1% |
| Participation rate | 100.0% | 69.9%+30.1pp | 73.3%+26.7pp | 70.7%+29.3pp |
| Annual return | 14.64% | 626.18%-611.5pp | 1494.92%-1480.3pp | 116.89%-102.2pp |
| Employer contribution / active EE | $0 | $2,558-100.0% | $2,961-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $13,886 | $3,305+320.2% | $4,277+224.7% | $4,046+243.2% |
| Admin fee / account holder | -$33 | $516-106.4% | $5,955-100.6% | $626-105.3% |