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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 | Sub-TA Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,400 | $84,499+61.4% | $125,391+8.8% | $66,949+103.7% |
| Participation rate | 77.0% | 76.4%+0.6pp | 82.4%-5.4pp | 69.8%+7.2pp |
| Annual return | -14.47% | -8.49%-6.0pp | 572.41%-586.9pp | 1.57%-16.0pp |
| Employer contribution / active EE | $444 | $3,554-87.5% | $4,816-90.8% | $2,545-82.6% |
| Participant deferral / active EE | $11,997 | $6,785+76.8% | $7,448+61.1% | $4,239+183.0% |
| Admin fee / account holder | $17 | $685-97.6% | $10,009-99.8% | $594-97.2% |