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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $200 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,511 | $54,590+12.7% | $81,926-24.9% | $73,493-16.3% |
| Participation rate | 100.0% | 68.3%+31.7pp | 72.0%+28.0pp | 70.7%+29.3pp |
| Annual return | 17.52% | 17.74%-0.2pp | 29.49%-12.0pp | 28.51%-11.0pp |
| Employer contribution / active EE | $3,276 | $1,636+100.2% | $4,310-24.0% | $2,270+44.3% |
| Participant deferral / active EE | $3,753 | $2,759+36.0% | $7,108-47.2% | $3,740+0.4% |
| Admin fee / account holder | $1 | $592-99.8% | $5,159-100.0% | $513-99.7% |