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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $674 |
Service code 61 · EIN 35-2552359 | Finders' fees / placement fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,326 | $43,749+21.9% | $158,223-66.3% | $65,306-18.3% |
| Participation rate | 99.5% | 56.9%+42.6pp | 79.2%+20.2pp | 57.7%+41.8pp |
| Annual return | 10.49% | 19.41%-8.9pp | 52.09%-41.6pp | 21.94%-11.5pp |
| Employer contribution / active EE | $13,736 | $1,497+817.3% | $4,109+234.3% | $1,967+598.2% |
| Participant deferral / active EE | $0 | $2,019-100.0% | $5,467-100.0% | $2,959-100.0% |
| Admin fee / account holder | $2 | $1,930-99.9% | $16,047-100.0% | $3,480-99.9% |