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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $75 |
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 | $52,352 | $99,957-47.6% | $149,745-65.0% | $73,497-28.8% |
| Participation rate | 83.6% | 75.7%+7.9pp | 82.5%+1.2pp | 70.7%+13.0pp |
| Annual return | 35.74% | 53.87%-18.1pp | 276.72%-241.0pp | 28.51%+7.2pp |
| Employer contribution / active EE | $5,189 | $3,191+62.6% | $4,646+11.7% | $2,270+128.6% |
| Participant deferral / active EE | $10,467 | $6,073+72.4% | $6,843+53.0% | $3,740+179.9% |
| Admin fee / account holder | $12 | $551-97.8% | $9,312-99.9% | $513-97.7% |