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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $33,337 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $500,921 | $84,493+492.9% | $125,381+299.5% | $66,938+648.3% |
| Participation rate | 94.1% | 76.4%+17.7pp | 82.4%+11.7pp | 69.8%+24.2pp |
| Annual return | -16.27% | -8.49%-7.8pp | 572.31%-588.6pp | 1.58%-17.8pp |
| Employer contribution / active EE | $12,374 | $3,554+248.2% | $4,815+157.0% | $2,545+386.2% |
| Participant deferral / active EE | $12,118 | $6,783+78.6% | $7,448+62.7% | $4,238+185.9% |
| Admin fee / account holder | $244 | $685-64.3% | $10,007-97.6% | $594-58.8% |