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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $397 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $321,353 | $100,060+221.2% | $149,721+114.6% | $70,126+358.3% |
| Participation rate | 82.9% | 83.6%-0.7pp | 87.1%-4.2pp | 69.5%+13.4pp |
| Annual return | 18.57% | 27.46%-8.9pp | 1501.67%-1483.1pp | 73.15%-54.6pp |
| Employer contribution / active EE | $16,373 | $3,661+347.2% | $5,444+200.7% | $2,343+599.0% |
| Participant deferral / active EE | $8,087 | $4,982+62.3% | $6,568+23.1% | $3,332+142.7% |
| Admin fee / account holder | $1 | $8,285-100.0% | $11,282-100.0% | $4,645-100.0% |