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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $14,006 |
Participant contribution per participant 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 | $176,472 | $101,591+73.7% | $147,096+20.0% | $74,429+137.1% |
| Participation rate | 95.6% | 75.5%+20.0pp | 82.2%+13.4pp | 67.2%+28.4pp |
| Annual return | 16.05% | 8746.45%-8730.4pp | 419.75%-403.7pp | 1368.38%-1352.3pp |
| Employer contribution / active EE | $29,474 | $3,813+673.1% | $4,936+497.1% | $2,625+1022.9% |
| Participant deferral / active EE | $0 | $7,302-100.0% | $8,071-100.0% | $4,348-100.0% |
| Admin fee / account holder | $96 | $1,750-94.5% | $13,005-99.3% | $1,944-95.1% |