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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $200 |
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 | $48,050 | $57,921-17.0% | $84,753-43.3% | $57,658-16.7% |
| Participation rate | 85.2% | 72.9%+12.2pp | 76.6%+8.6pp | 70.2%+14.9pp |
| Annual return | 7.10% | 10.24%-3.1pp | 22.78%-15.7pp | 5.13%+2.0pp |
| Employer contribution / active EE | $7,591 | $2,598+192.2% | $3,574+112.4% | $1,974+284.6% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $1 | $130-99.3% | $5,333-100.0% | $95-99.1% |