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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $146 |
Annual investment return is in the bottom quintile of the peer cohort.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $265,392 | $102,661+158.5% | $151,645+75.0% | $66,949+296.4% |
| Participation rate | 91.5% | 85.5%+6.0pp | 87.5%+4.1pp | 69.8%+21.7pp |
| Annual return | -24.26% | -10.81%-13.4pp | 3.34%-27.6pp | 1.57%-25.8pp |
| Employer contribution / active EE | $14,617 | $4,184+249.4% | $6,165+137.1% | $2,545+474.3% |
| Participant deferral / active EE | $10,490 | $6,645+57.9% | $8,363+25.4% | $4,239+147.5% |
| Admin fee / account holder | $0 | $630-100.0% | $11,614-100.0% | $594-100.0% |