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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $25 |
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 | $56,003 | $72,177-22.4% | $115,037-51.3% | $59,632-6.1% |
| Participation rate | 94.8% | 72.6%+22.2pp | 81.4%+13.4pp | 68.7%+26.1pp |
| Annual return | 0.67% | 12.02%-11.4pp | 26.14%-25.5pp | 2041.32%-2040.6pp |
| Employer contribution / active EE | $2,335 | $2,841-17.8% | $4,608-49.3% | $2,203+6.0% |
| Participant deferral / active EE | $7,099 | $4,783+48.4% | $6,026+17.8% | $3,192+122.4% |
| Admin fee / account holder | $214 | $4,927-95.7% | $8,175-97.4% | $4,297-95.0% |