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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 | $43,496+22.6% | $161,489-67.0% | $64,340-17.1% |
| Participation rate | 99.5% | 53.5%+45.9pp | 78.7%+20.8pp | 55.2%+44.2pp |
| Annual return | 10.49% | 20.76%-10.3pp | 89.72%-79.2pp | 24.14%-13.7pp |
| Employer contribution / active EE | $13,736 | $1,431+860.1% | $4,268+221.8% | $1,862+637.9% |
| Participant deferral / active EE | $0 | $1,996-100.0% | $5,630-100.0% | $2,980-100.0% |
| Admin fee / account holder | $2 | $2,330-99.9% | $16,006-100.0% | $3,703-99.9% |