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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $100 |
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 | $95,831 | $72,492+32.2% | $87,104+10.0% | $72,975+31.3% |
| Participation rate | 90.7% | 72.8%+17.9pp | 76.9%+13.8pp | 69.5%+21.2pp |
| Annual return | 18.65% | 24.46%-5.8pp | 28.19%-9.5pp | 81.01%-62.4pp |
| Employer contribution / active EE | $2,946 | $1,894+55.6% | $2,521+16.8% | $2,440+20.7% |
| Participant deferral / active EE | $4,561 | $3,270+39.5% | $4,048+12.7% | $3,608+26.4% |
| Admin fee / account holder | $1 | $5,055-100.0% | $7,491-100.0% | $5,124-100.0% |