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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$1,240 |
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 | $179,565 | $58,312+207.9% | $86,656+107.2% | $71,529+151.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 71.7%+28.3pp | 67.9%+32.1pp |
| Annual return | 21.72% | 24.08%-2.4pp | 593.09%-571.4pp | 28.97%-7.2pp |
| Employer contribution / active EE | $0 | $2,576-100.0% | $3,025-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $15,992 | $3,439+365.0% | $4,439+260.3% | $4,291+272.7% |
| Admin fee / account holder | $3 | $1,057-99.7% | $5,619-99.9% | $1,588-99.8% |