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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $200 |
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 | $54,109 | $54,320-0.4% | $67,652-20.0% | $52,331+3.4% |
| Participation rate | 89.5% | 73.6%+15.9pp | 75.7%+13.9pp | 68.1%+21.4pp |
| Annual return | -0.34% | 6.81%-7.2pp | 6625.40%-6625.7pp | 4.54%-4.9pp |
| Employer contribution / active EE | $2,418 | $1,544+56.6% | $2,266+6.7% | $1,882+28.5% |
| Participant deferral / active EE | $3,537 | $2,950+19.9% | $3,560-0.6% | $3,022+17.0% |
| Admin fee / account holder | $1 | $527-99.8% | $4,821-100.0% | $592-99.8% |