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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $175 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,509 | $106,236-41.2% | $112,228-44.3% | $64,808-3.5% |
| Participation rate | 89.9% | 71.7%+18.3pp | 75.1%+14.9pp | 71.5%+18.5pp |
| Annual return | -18.89% | -6.02%-12.9pp | 27.45%-46.3pp | 32.82%-51.7pp |
| Employer contribution / active EE | $2,199 | $3,166-30.6% | $3,635-39.5% | $2,506-12.3% |
| Participant deferral / active EE | $7,676 | $3,785+102.8% | $4,728+62.4% | $4,310+78.1% |
| Admin fee / account holder | $3 | $452-99.2% | $6,410-99.9% | $188-98.2% |