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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $3,125 |
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 | $130,644 | $63,114+107.0% | $92,915+40.6% | $65,186+100.4% |
| Participation rate | 97.0% | 68.8%+28.2pp | 76.0%+21.0pp | 70.2%+26.8pp |
| Annual return | 25.70% | 28.75%-3.0pp | 109.45%-83.7pp | 29.39%-3.7pp |
| Employer contribution / active EE | $3,055 | $2,571+18.9% | $3,653-16.4% | $2,177+40.4% |
| Participant deferral / active EE | $6,776 | $3,108+118.0% | $4,238+59.9% | $3,514+92.8% |
| Admin fee / account holder | $18 | $624-97.2% | $5,796-99.7% | $847-97.9% |