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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $50 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $33,097 | $89,652-63.1% | $141,191-76.6% | $65,185-49.2% |
| Participation rate | 76.1% | 74.7%+1.4pp | 82.5%-6.3pp | 70.2%+5.9pp |
| Annual return | 41.98% | 32.79%+9.2pp | 71.41%-29.4pp | 29.38%+12.6pp |
| Employer contribution / active EE | $2,141 | $3,065-30.1% | $4,736-54.8% | $2,177-1.6% |
| Participant deferral / active EE | $7,958 | $5,691+39.8% | $6,710+18.6% | $3,514+126.5% |
| Admin fee / account holder | $10 | $569-98.2% | $10,264-99.9% | $847-98.8% |