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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $34,886 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,545 | $72,639-55.2% | $90,766-64.1% | $66,949-51.4% |
| Participation rate | 95.2% | 73.7%+21.6pp | 75.7%+19.5pp | 69.8%+25.4pp |
| Annual return | -20.04% | -12.28%-7.8pp | -12.16%-7.9pp | 1.57%-21.6pp |
| Employer contribution / active EE | $3,960 | $2,369+67.1% | $2,922+35.5% | $2,545+55.6% |
| Participant deferral / active EE | $0 | $3,979-100.0% | $4,565-100.0% | $4,239-100.0% |
| Admin fee / account holder | $118 | $708-83.3% | $8,446-98.6% | $594-80.1% |