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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 | $101,653+73.6% | $147,080+20.0% | $74,459+137.0% |
| Participation rate | 95.6% | 75.6%+20.0pp | 82.2%+13.4pp | 67.2%+28.4pp |
| Annual return | 16.05% | 8754.98%-8738.9pp | 420.17%-404.1pp | 1369.70%-1353.7pp |
| Employer contribution / active EE | $29,474 | $3,813+672.9% | $4,933+497.4% | $2,626+1022.4% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,066-100.0% | $4,350-100.0% |
| Admin fee / account holder | $96 | $1,752-94.5% | $12,989-99.3% | $1,945-95.1% |