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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $12,480 |
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 | $166,268 | $82,678+101.1% | $125,391+32.6% | $68,490+142.8% |
| Participation rate | 78.7% | 75.1%+3.6pp | 82.4%-3.7pp | 67.9%+10.8pp |
| Annual return | -16.60% | -5.97%-10.6pp | 572.41%-589.0pp | -7.85%-8.7pp |
| Employer contribution / active EE | $22,995 | $3,382+579.9% | $4,816+377.5% | $2,597+785.6% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $121 | $6,277-98.1% | $10,009-98.8% | $5,403-97.8% |