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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $11,137 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,126 | $84,482+48.1% | $125,363-0.2% | $66,930+86.9% |
| Participation rate | 97.7% | 76.4%+21.3pp | 82.4%+15.3pp | 69.8%+27.9pp |
| Annual return | -14.28% | -8.49%-5.8pp | 572.15%-586.4pp | 1.57%-15.9pp |
| Employer contribution / active EE | $3,230 | $3,553-9.1% | $4,815-32.9% | $2,545+26.9% |
| Participant deferral / active EE | $9,856 | $6,782+45.3% | $7,447+32.4% | $4,238+132.6% |
| Admin fee / account holder | $240 | $685-64.9% | $10,005-97.6% | $593-59.5% |