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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,455 | $89,123-35.5% | $102,460-43.9% | $77,762-26.1% |
| Participation rate | 96.8% | 80.9%+15.9pp | 76.5%+20.3pp | 70.6%+26.2pp |
| Annual return | 20.77% | 25.05%-4.3pp | 29.47%-8.7pp | 31.27%-10.5pp |
| Employer contribution / active EE | $3,090 | $2,700+14.4% | $3,025+2.1% | $2,728+13.3% |
| Participant deferral / active EE | $7,879 | $5,148+53.1% | $5,056+55.8% | $4,651+69.4% |
| Admin fee / account holder | $88 | $236-62.8% | $9,460-99.1% | $433-79.7% |