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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $100 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,712 | $65,437+78.4% | $86,698+34.6% | $66,949+74.3% |
| Participation rate | 91.7% | 75.5%+16.3pp | 76.6%+15.2pp | 69.8%+21.9pp |
| Annual return | -14.65% | -10.91%-3.7pp | 35.96%-50.6pp | 1.57%-16.2pp |
| Employer contribution / active EE | $3,990 | $2,154+85.3% | $2,837+40.7% | $2,545+56.8% |
| Participant deferral / active EE | $4,715 | $4,102+14.9% | $4,656+1.3% | $4,239+11.2% |
| Admin fee / account holder | $0 | $642-99.9% | $7,492-100.0% | $594-99.9% |