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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $575 |
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 | $265,467 | $84,499+214.2% | $125,391+111.7% | $66,949+296.5% |
| Participation rate | 91.9% | 76.4%+15.5pp | 82.4%+9.6pp | 69.8%+22.1pp |
| Annual return | -16.39% | -8.49%-7.9pp | 572.41%-588.8pp | 1.57%-18.0pp |
| Employer contribution / active EE | $8,534 | $3,554+140.1% | $4,816+77.2% | $2,545+235.3% |
| Participant deferral / active EE | $10,431 | $6,785+53.7% | $7,448+40.0% | $4,239+146.1% |
| Admin fee / account holder | $4 | $685-99.5% | $10,009-100.0% | $594-99.4% |