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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $25 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,684 | $73,638-88.2% | $95,960-91.0% | $73,493-88.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 77.1%+22.9pp | 70.7%+29.3pp |
| Annual return | 0.00% | 16.78%-16.8pp | 91.63%-91.6pp | 28.51%-28.5pp |
| Employer contribution / active EE | $1,336 | $1,863-28.3% | $2,541-47.4% | $2,270-41.2% |
| Participant deferral / active EE | $2,263 | $3,617-37.4% | $4,167-45.7% | $3,740-39.5% |
| Admin fee / account holder | $0 | $482-100.0% | $6,797-100.0% | $513-100.0% |