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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 36-4001764 | Advisory (Plan) | $5,072 |
Service code 60 | Sub-TA Fees | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,978 | $84,493+85.8% | $125,381+25.2% | $66,938+134.5% |
| Participation rate | 91.7% | 76.4%+15.3pp | 82.4%+9.3pp | 69.8%+21.9pp |
| Annual return | -15.89% | -8.49%-7.4pp | 572.31%-588.2pp | 1.58%-17.5pp |
| Employer contribution / active EE | $7,727 | $3,554+117.4% | $4,815+60.5% | $2,545+203.6% |
| Participant deferral / active EE | $0 | $6,783-100.0% | $7,448-100.0% | $4,238-100.0% |
| Admin fee / account holder | $14 | $685-97.9% | $10,007-99.9% | $594-97.6% |