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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $5,316 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,708 | $88,186-56.1% | $165,071-76.6% | $74,459-48.0% |
| Participation rate | 81.5% | 73.1%+8.4pp | 78.6%+2.9pp | 67.2%+14.3pp |
| Annual return | 16.88% | 17.13%-0.2pp | 70.17%-53.3pp | 1369.70%-1352.8pp |
| Employer contribution / active EE | $1,320 | $2,600-49.3% | $4,347-69.6% | $2,626-49.7% |
| Participant deferral / active EE | $2,680 | $4,505-40.5% | $6,035-55.6% | $4,350-38.4% |
| Admin fee / account holder | $48 | $2,234-97.9% | $12,695-99.6% | $1,945-97.6% |