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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $400 |
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 | $42,395 | $50,498-16.0% | $75,784-44.1% | $55,191-23.2% |
| Participation rate | 87.3% | 69.4%+17.9pp | 75.8%+11.5pp | 69.2%+18.1pp |
| Annual return | 0.28% | 1.80%-1.5pp | 9.68%-9.4pp | 10.78%-10.5pp |
| Employer contribution / active EE | $3,865 | $2,291+68.7% | $3,323+16.3% | $1,899+103.6% |
| Participant deferral / active EE | $0 | $2,589-100.0% | $3,652-100.0% | $3,046-100.0% |
| Admin fee / account holder | $1 | $123-98.8% | $5,300-100.0% | $91-98.4% |