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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $4,696 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $264,879 | $89,652+195.5% | $141,197+87.6% | $65,186+306.3% |
| Participation rate | 93.2% | 74.7%+18.5pp | 82.5%+10.7pp | 70.2%+23.0pp |
| Annual return | 24.36% | 32.79%-8.4pp | 71.41%-47.0pp | 29.39%-5.0pp |
| Employer contribution / active EE | $14,416 | $3,065+370.4% | $4,736+204.4% | $2,177+562.3% |
| Participant deferral / active EE | $8,618 | $5,691+51.4% | $6,710+28.4% | $3,514+145.3% |
| Admin fee / account holder | $38 | $569-93.2% | $10,265-99.6% | $847-95.5% |