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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $25 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $38,094 | $56,640-32.7% | $78,002-51.2% | $55,167-30.9% |
| Participation rate | 63.1% | 73.3%-10.2pp | 75.5%-12.4pp | 69.0%-5.9pp |
| Annual return | 6.42% | 2868.48%-2862.1pp | 425.99%-419.6pp | 169.23%-162.8pp |
| Employer contribution / active EE | $613 | $1,724-64.4% | $2,470-75.2% | $1,963-68.8% |
| Participant deferral / active EE | $1,824 | $2,778-34.3% | $3,497-47.8% | $3,054-40.3% |
| Admin fee / account holder | $0 | $467-100.0% | $5,481-100.0% | $504-100.0% |