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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $600 |
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 | $323,302 | $91,474+253.4% | $135,982+137.8% | $71,529+352.0% |
| Participation rate | 95.9% | 75.7%+20.2pp | 81.9%+14.0pp | 67.9%+28.0pp |
| Annual return | 20.02% | 29.89%-9.9pp | 68.32%-48.3pp | 28.97%-8.9pp |
| Employer contribution / active EE | $9,238 | $3,705+149.3% | $4,859+90.1% | $2,590+256.7% |
| Participant deferral / active EE | $11,608 | $7,095+63.6% | $7,760+49.6% | $4,291+170.5% |
| Admin fee / account holder | $4 | $1,267-99.7% | $10,767-100.0% | $1,588-99.8% |