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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $382 |
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 | $299,893 | $94,529+217.2% | $140,019+114.2% | $64,173+367.3% |
| Participation rate | 89.7% | 84.1%+5.7pp | 87.5%+2.2pp | 69.6%+20.2pp |
| Annual return | -2.06% | 7.77%-9.8pp | 651.17%-653.2pp | 7.63%-9.7pp |
| Employer contribution / active EE | $10,345 | $3,812+171.4% | $5,605+84.6% | $2,381+334.5% |
| Participant deferral / active EE | $14,354 | $5,250+173.4% | $6,927+107.2% | $3,470+313.7% |
| Admin fee / account holder | $0 | $6,741-100.0% | $10,705-100.0% | $4,887-100.0% |