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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $7,529 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,375 | $86,938+20.1% | $102,423+1.9% | $80,925+29.0% |
| Participation rate | 92.4% | 72.4%+20.0pp | 76.5%+15.9pp | 67.7%+24.8pp |
| Annual return | 15.20% | 18.89%-3.7pp | 29.42%-14.2pp | 35.65%-20.4pp |
| Employer contribution / active EE | $3,495 | $2,369+47.5% | $3,023+15.6% | $2,756+26.8% |
| Participant deferral / active EE | $1,415 | $4,120-65.7% | $5,054-72.0% | $4,299-67.1% |
| Admin fee / account holder | $63 | $8,053-99.2% | $9,455-99.3% | $6,940-99.1% |