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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $75 |
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 | $121,038 | $59,535+103.3% | $90,161+34.2% | $62,293+94.3% |
| Participation rate | 72.1% | 73.0%-0.9pp | 76.9%-4.8pp | 69.5%+2.6pp |
| Annual return | 21.06% | 23.53%-2.5pp | 34.89%-13.8pp | 28.90%-7.8pp |
| Employer contribution / active EE | $1,012 | $1,826-44.6% | $3,318-69.5% | $2,042-50.5% |
| Participant deferral / active EE | $6,728 | $4,639+45.0% | $5,287+27.3% | $3,169+112.3% |
| Admin fee / account holder | $34 | $337-90.0% | $5,943-99.4% | $479-93.0% |