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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $940 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,039 | $63,471+82.8% | $68,808+68.6% | $66,938+73.4% |
| Participation rate | 37.9% | 60.0%-22.1pp | 69.0%-31.2pp | 69.8%-32.0pp |
| Annual return | -13.78% | -8.29%-5.5pp | -6.37%-7.4pp | 1.58%-15.4pp |
| Employer contribution / active EE | $0 | $1,776-100.0% | $2,656-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,417 | $2,946-51.9% | $3,942-64.0% | $4,238-66.6% |
| Admin fee / account holder | $17 | $578-97.0% | $4,936-99.6% | $594-97.1% |