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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $27,087 |
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 | $570,304 | $91,439+523.7% | $135,974+319.4% | $71,511+697.5% |
| Participation rate | 95.1% | 75.7%+19.4pp | 81.9%+13.2pp | 67.9%+27.2pp |
| Annual return | 17.82% | 29.90%-12.1pp | 68.30%-50.5pp | 28.86%-11.0pp |
| Employer contribution / active EE | $13,379 | $3,705+261.1% | $4,859+175.4% | $2,589+416.7% |
| Participant deferral / active EE | $13,275 | $7,093+87.2% | $7,760+71.1% | $4,291+209.4% |
| Admin fee / account holder | $200 | $1,267-84.2% | $10,767-98.1% | $1,588-87.4% |