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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $225 |
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 | $59,389 | $60,545-1.9% | $92,240-35.6% | $69,631-14.7% |
| Participation rate | 90.5% | 72.2%+18.3pp | 76.5%+14.0pp | 70.7%+19.8pp |
| Annual return | 19.63% | 19.71%-0.1pp | 176.29%-156.7pp | 27571.02%-27551.4pp |
| Employer contribution / active EE | $8,940 | $2,633+239.5% | $3,680+143.0% | $2,032+339.9% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $1 | $145-99.5% | $5,194-100.0% | $110-99.4% |