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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,483 | $84,482+13.0% | $125,363-23.8% | $66,930+42.7% |
| Participation rate | 71.0% | 76.4%-5.4pp | 82.4%-11.4pp | 69.8%+1.2pp |
| Annual return | -18.15% | -8.49%-9.7pp | 572.15%-590.3pp | 1.57%-19.7pp |
| Employer contribution / active EE | $1,948 | $3,553-45.2% | $4,815-59.5% | $2,545-23.4% |
| Participant deferral / active EE | $5,943 | $6,782-12.4% | $7,447-20.2% | $4,238+40.2% |
| Admin fee / account holder | $5 | $685-99.3% | $10,005-99.9% | $593-99.1% |