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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $256 |
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 | $348,634 | $130,294+167.6% | $170,057+105.0% | $71,529+387.4% |
| Participation rate | 94.5% | 86.2%+8.4pp | 87.0%+7.5pp | 67.9%+26.6pp |
| Annual return | 33.72% | 20.36%+13.4pp | 53.42%-19.7pp | 28.97%+4.7pp |
| Employer contribution / active EE | $16,253 | $4,385+270.7% | $6,790+139.4% | $2,590+527.6% |
| Participant deferral / active EE | $13,215 | $6,928+90.8% | $10,411+26.9% | $4,291+207.9% |
| Admin fee / account holder | $0 | $966-100.0% | $12,826-100.0% | $1,588-100.0% |