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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $725 |
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 | $333,052 | $101,653+227.6% | $147,080+126.4% | $74,459+347.3% |
| Participation rate | 93.2% | 75.6%+17.6pp | 82.2%+11.0pp | 67.2%+26.0pp |
| Annual return | 14.93% | 8754.98%-8740.0pp | 420.17%-405.2pp | 1369.70%-1354.8pp |
| Employer contribution / active EE | $8,492 | $3,813+122.7% | $4,933+72.1% | $2,626+223.4% |
| Participant deferral / active EE | $10,865 | $7,304+48.7% | $8,066+34.7% | $4,350+149.8% |
| Admin fee / account holder | $4 | $1,752-99.8% | $12,989-100.0% | $1,945-99.8% |