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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $892 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $248,854 | $87,834+183.3% | $133,975+85.7% | $62,881+295.8% |
| Participation rate | 79.7% | 83.4%-3.6pp | 87.1%-7.3pp | 69.3%+10.4pp |
| Annual return | 7.46% | 12.05%-4.6pp | 29.29%-21.8pp | 20.14%-12.7pp |
| Employer contribution / active EE | $15,803 | $3,482+353.8% | $5,211+203.3% | $2,281+592.8% |
| Participant deferral / active EE | $6,479 | $4,812+34.7% | $6,282+3.1% | $3,203+102.3% |
| Admin fee / account holder | $197 | $5,372-96.3% | $9,324-97.9% | $4,296-95.4% |