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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $125 |
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 | $40,046 | $57,108-29.9% | $94,229-57.5% | $52,331-23.5% |
| Participation rate | 80.2% | 72.9%+7.3pp | 78.8%+1.4pp | 68.1%+12.1pp |
| Annual return | 2.37% | 1.47%+0.9pp | 10.68%-8.3pp | 4.54%-2.2pp |
| Employer contribution / active EE | $1,254 | $1,735-27.7% | $3,587-65.0% | $1,882-33.4% |
| Participant deferral / active EE | $4,323 | $3,040+42.2% | $4,320+0.1% | $3,022+43.1% |
| Admin fee / account holder | $1 | $546-99.9% | $6,269-100.0% | $592-99.9% |