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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $124,868 |
Service code 27 · EIN 93-0987232 | Advisory (Plan) | $81,684 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,752 | $29,516+61.8% | $77,513-38.4% | $90,274-47.1% |
| Participation rate | 18.1% | 33.7%-15.6pp | 54.2%-36.1pp | 73.4%-55.2pp |
| Annual return | 18.98% | 231.18%-212.2pp | 54.81%-35.8pp | 53.97%-35.0pp |
| Employer contribution / active EE | $175 | $381-54.1% | $987-82.3% | $2,523-93.1% |
| Participant deferral / active EE | $725 | $944-23.3% | $1,861-61.1% | $4,231-82.9% |
| Admin fee / account holder | $204 | $106+92.4% | $2,859-92.9% | $114+78.6% |