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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 | $101,672+73.6% | $147,117+20.0% | $74,478+136.9% |
| Participation rate | 95.6% | 75.5%+20.0pp | 82.2%+13.4pp | 67.2%+28.4pp |
| Annual return | 16.05% | 8757.83%-8741.8pp | 420.54%-404.5pp | 1370.56%-1354.5pp |
| Employer contribution / active EE | $29,474 | $3,813+672.9% | $4,932+497.5% | $2,626+1022.3% |
| Participant deferral / active EE | $0 | $7,305-100.0% | $8,065-100.0% | $4,350-100.0% |
| Admin fee / account holder | $96 | $1,753-94.5% | $12,993-99.3% | $1,946-95.1% |