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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $18,727 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,095 | $65,423+118.7% | $98,477+45.3% | $85,856+66.7% |
| Participation rate | 98.8% | 65.0%+33.8pp | 73.3%+25.5pp | 69.3%+29.5pp |
| Annual return | 15.71% | 21.76%-6.0pp | 1493.59%-1477.9pp | 318.58%-302.9pp |
| Employer contribution / active EE | $11,095 | $2,168+411.7% | $2,961+274.7% | $2,565+332.5% |
| Participant deferral / active EE | $9,427 | $3,167+197.7% | $4,276+120.5% | $3,952+138.5% |
| Admin fee / account holder | $156 | $4,594-96.6% | $5,951-97.4% | $6,261-97.5% |