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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 | $88,117-56.1% | $164,928-76.5% | $74,400-48.0% |
| Participation rate | 81.5% | 73.1%+8.4pp | 78.6%+2.9pp | 67.2%+14.3pp |
| Annual return | 16.88% | 17.27%-0.4pp | 70.08%-53.2pp | 1367.51%-1350.6pp |
| Employer contribution / active EE | $1,320 | $2,596-49.2% | $4,343-69.6% | $2,624-49.7% |
| Participant deferral / active EE | $2,680 | $4,501-40.5% | $6,034-55.6% | $4,348-38.4% |
| Admin fee / account holder | $48 | $2,230-97.9% | $12,684-99.6% | $1,944-97.6% |