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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $525 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $324,241 | $104,479+210.3% | $159,474+103.3% | $79,391+308.4% |
| Participation rate | 92.3% | 76.6%+15.7pp | 82.8%+9.5pp | 70.7%+21.6pp |
| Annual return | 17.53% | 67.98%-50.4pp | 263.68%-246.1pp | 116.88%-99.4pp |
| Employer contribution / active EE | $7,636 | $3,417+123.5% | $4,831+58.1% | $2,428+214.5% |
| Participant deferral / active EE | $9,986 | $6,468+54.4% | $7,353+35.8% | $4,046+146.8% |
| Admin fee / account holder | $4 | $711-99.5% | $10,802-100.0% | $627-99.4% |