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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $104 |
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 | $408,138 | $122,042+234.4% | $184,260+121.5% | $74,459+448.1% |
| Participation rate | 97.3% | 85.5%+11.8pp | 86.8%+10.4pp | 67.2%+30.0pp |
| Annual return | 35.17% | 19.91%+15.3pp | 28.84%+6.3pp | 1369.70%-1334.5pp |
| Employer contribution / active EE | $14,417 | $4,537+217.7% | $6,427+124.3% | $2,626+449.0% |
| Participant deferral / active EE | $11,932 | $7,143+67.0% | $9,133+30.6% | $4,350+174.3% |
| Admin fee / account holder | $0 | $1,252-100.0% | $13,898-100.0% | $1,945-100.0% |