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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $150 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,199 | $50,464-0.5% | $75,781-33.8% | $52,331-4.1% |
| Participation rate | 77.4% | 66.8%+10.6pp | 75.8%+1.6pp | 68.1%+9.3pp |
| Annual return | -4.82% | 1.03%-5.9pp | 9.68%-14.5pp | 4.54%-9.4pp |
| Employer contribution / active EE | $1,090 | $1,988-45.2% | $3,323-67.2% | $1,882-42.1% |
| Participant deferral / active EE | $1,613 | $2,570-37.2% | $3,651-55.8% | $3,022-46.6% |
| Admin fee / account holder | $1 | $1,103-99.9% | $5,299-100.0% | $592-99.8% |