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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
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 | $133,794 | $88,042+52.0% | $138,135-3.1% | $79,852+67.6% |
| Participation rate | 71.9% | 71.4%+0.5pp | 78.7%-6.8pp | 69.6%+2.2pp |
| Annual return | 20.32% | 20.58%-0.3pp | 20.51%-0.2pp | 31.72%-11.4pp |
| Employer contribution / active EE | $6,555 | $3,103+111.2% | $5,587+17.3% | $2,471+165.3% |
| Participant deferral / active EE | $9,343 | $4,704+98.6% | $6,431+45.3% | $3,740+149.8% |
| Admin fee / account holder | $64 | $7,791-99.2% | $11,856-99.5% | $5,306-98.8% |