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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $30,698 |
Participant contribution per participant 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 | $53,757 | $100,801-46.7% | $149,751-64.1% | $73,415-26.8% |
| Participation rate | 79.0% | 77.7%+1.3pp | 82.5%-3.5pp | 72.2%+6.8pp |
| Annual return | 15.59% | 265.34%-249.7pp | 276.71%-261.1pp | 59.30%-43.7pp |
| Employer contribution / active EE | $5,560 | $3,312+67.9% | $4,646+19.7% | $2,234+148.9% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $6,843-100.0% | $3,806-100.0% |
| Admin fee / account holder | $99 | $181-45.3% | $9,312-98.9% | $158-37.4% |