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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,621 | $57,739+48.3% | $112,273-23.7% | $74,460+15.0% |
| Participation rate | 21.1% | 55.6%-34.5pp | 72.4%-51.3pp | 70.7%-49.6pp |
| Annual return | 28.45% | 19.52%+8.9pp | 30.23%-1.8pp | 34.38%-5.9pp |
| Employer contribution / active EE | $703 | $1,675-58.0% | $3,431-79.5% | $2,638-73.4% |
| Participant deferral / active EE | $1,307 | $2,891-54.8% | $4,800-72.8% | $4,530-71.1% |
| Admin fee / account holder | $22 | $462-95.2% | $7,752-99.7% | $348-93.6% |