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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $446 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $76,830 | $64,909+18.4% | $82,312-6.7% | $62,293+23.3% |
| Participation rate | 86.2% | 74.9%+11.3pp | 76.9%+9.3pp | 69.5%+16.7pp |
| Annual return | 12.09% | 21.18%-9.1pp | 25.88%-13.8pp | 28.90%-16.8pp |
| Employer contribution / active EE | $1,303 | $1,676-22.3% | $2,428-46.4% | $2,042-36.2% |
| Participant deferral / active EE | $2,503 | $3,103-19.3% | $3,706-32.5% | $3,169-21.0% |
| Admin fee / account holder | $2 | $440-99.5% | $5,608-100.0% | $479-99.5% |