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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$2,577 |
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 | $155,567 | $54,370+186.1% | $82,763+88.0% | $68,490+127.1% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -18.14% | -13.67%-4.5pp | 702.45%-720.6pp | -7.85%-10.3pp |
| Employer contribution / active EE | $8 | $2,219-99.7% | $3,008-99.7% | $2,597-99.7% |
| Participant deferral / active EE | $16,920 | $3,247+421.1% | $4,395+285.0% | $4,028+320.1% |
| Admin fee / account holder | -$9 | $4,398-100.2% | $5,325-100.2% | $5,403-100.2% |