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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $17,445 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,474 | $51,226+84.4% | $82,744+14.2% | $66,938+41.1% |
| Participation rate | 99.1% | 67.9%+31.2pp | 72.6%+26.5pp | 69.8%+29.2pp |
| Annual return | -14.57% | -9.61%-5.0pp | 702.22%-716.8pp | 1.58%-16.1pp |
| Employer contribution / active EE | $10,009 | $2,612+283.1% | $3,008+232.7% | $2,545+293.2% |
| Participant deferral / active EE | $8,540 | $3,460+146.8% | $4,395+94.3% | $4,238+101.5% |
| Admin fee / account holder | $113 | $416-72.7% | $5,325-97.9% | $594-80.9% |