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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $200 |
Annual investment return 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 | $118,744 | $86,294+37.6% | $111,303+6.7% | $85,856+38.3% |
| Participation rate | 98.3% | 73.3%+24.9pp | 77.3%+21.0pp | 69.3%+29.0pp |
| Annual return | 10.47% | 19.99%-9.5pp | 54.66%-44.2pp | 318.58%-308.1pp |
| Employer contribution / active EE | $3,665 | $2,043+79.3% | $2,731+34.2% | $2,565+42.9% |
| Participant deferral / active EE | $5,921 | $3,641+62.6% | $4,487+32.0% | $3,952+49.8% |
| Admin fee / account holder | $2 | $8,189-100.0% | $7,966-100.0% | $6,261-100.0% |