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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 | $95,019 | $71,142+33.6% | $119,622-20.6% | $64,819+46.6% |
| Participation rate | 55.2% | 78.6%-23.5pp | 79.3%-24.1pp | 71.5%-16.3pp |
| Annual return | -16.36% | -10.01%-6.3pp | -14.98%-1.4pp | 32.84%-49.2pp |
| Employer contribution / active EE | $2,224 | $2,497-10.9% | $4,232-47.4% | $2,507-11.3% |
| Participant deferral / active EE | $3,646 | $4,490-18.8% | $5,601-34.9% | $4,311-15.4% |
| Admin fee / account holder | $166 | $162+2.2% | $10,328-98.4% | $188-11.8% |