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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $6,385 |
Participant 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 | $17,526 | $43,550-59.8% | $63,244-72.3% | $52,331-66.5% |
| Participation rate | 92.1% | 65.7%+26.4pp | 71.0%+21.0pp | 68.1%+24.0pp |
| Annual return | -0.66% | 2.03%-2.7pp | -70.31%+69.6pp | 4.54%-5.2pp |
| Employer contribution / active EE | $1,239 | $1,351-8.3% | $2,322-46.6% | $1,882-34.2% |
| Participant deferral / active EE | $0 | $2,254-100.0% | $2,953-100.0% | $3,022-100.0% |
| Admin fee / account holder | $30 | $387-92.4% | $5,893-99.5% | $592-95.0% |