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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $29,340 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,981 | $101,653+93.8% | $147,080+33.9% | $74,459+164.5% |
| Participation rate | 91.8% | 75.6%+16.2pp | 82.2%+9.6pp | 67.2%+24.5pp |
| Annual return | 13.10% | 8754.98%-8741.9pp | 420.17%-407.1pp | 1369.70%-1356.6pp |
| Employer contribution / active EE | $2,199 | $3,813-42.3% | $4,933-55.4% | $2,626-16.3% |
| Participant deferral / active EE | $11,679 | $7,304+59.9% | $8,066+44.8% | $4,350+168.5% |
| Admin fee / account holder | $172 | $1,752-90.2% | $12,989-98.7% | $1,945-91.2% |