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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $219 |
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 | $369,952 | $109,359+238.3% | $162,185+128.1% | $72,976+407.0% |
| Participation rate | 85.1% | 84.3%+0.8pp | 87.6%-2.5pp | 69.5%+15.6pp |
| Annual return | 23.10% | 25.46%-2.4pp | 115.61%-92.5pp | 81.02%-57.9pp |
| Employer contribution / active EE | $20,900 | $3,907+434.9% | $5,613+272.3% | $2,440+756.5% |
| Participant deferral / active EE | $4,488 | $5,481-18.1% | $7,297-38.5% | $3,608+24.4% |
| Admin fee / account holder | $0 | $7,972-100.0% | $10,844-100.0% | $5,124-100.0% |