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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $87,901 | $89,739-2.0% | $149,721-41.3% | $62,293+41.1% |
| Participation rate | 92.0% | 85.1%+6.9pp | 87.1%+4.9pp | 69.5%+22.5pp |
| Annual return | 20.99% | 21.01%0pp | 1501.67%-1480.7pp | 28.90%-7.9pp |
| Employer contribution / active EE | $0 | $3,233-100.0% | $5,444-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $14,665 | $4,797+205.7% | $6,568+123.3% | $3,169+362.8% |
| Admin fee / account holder | $5 | $551-99.1% | $11,282-100.0% | $479-99.0% |