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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $350 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $72,286 | $66,650+8.5% | $92,915-22.2% | $67,582+7.0% |
| Participation rate | 82.7% | 72.5%+10.2pp | 76.0%+6.7pp | 71.3%+11.5pp |
| Annual return | 23.26% | 92.64%-69.4pp | 109.45%-86.2pp | 378.57%-355.3pp |
| Employer contribution / active EE | $8,603 | $2,777+209.8% | $3,653+135.5% | $2,148+300.6% |
| Participant deferral / active EE | $0 | $3,160-100.0% | $4,238-100.0% | $3,539-100.0% |
| Admin fee / account holder | $1 | $199-99.5% | $5,796-100.0% | $142-99.2% |