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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $104 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,427 | $71,878+24.4% | $86,698+3.1% | $68,486+30.6% |
| Participation rate | 78.3% | 72.2%+6.0pp | 76.6%+1.7pp | 67.9%+10.4pp |
| Annual return | -13.28% | 3.53%-16.8pp | 35.95%-49.2pp | -7.85%-5.4pp |
| Employer contribution / active EE | $5,977 | $2,173+175.0% | $2,837+110.7% | $2,597+130.2% |
| Participant deferral / active EE | $4,620 | $3,779+22.3% | $4,656-0.8% | $4,028+14.7% |
| Admin fee / account holder | $1 | $6,113-100.0% | $7,493-100.0% | $5,404-100.0% |