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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $6,402 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,289 | $86,288+3.5% | $111,306-19.8% | $85,851+4.0% |
| Participation rate | 88.2% | 73.3%+14.9pp | 77.3%+10.9pp | 69.3%+18.9pp |
| Annual return | 11.16% | 19.99%-8.8pp | 54.67%-43.5pp | 318.63%-307.5pp |
| Employer contribution / active EE | $1,100 | $2,044-46.2% | $2,732-59.8% | $2,565-57.1% |
| Participant deferral / active EE | $3,178 | $3,641-12.7% | $4,488-29.2% | $3,952-19.6% |
| Admin fee / account holder | $77 | $8,189-99.1% | $7,966-99.0% | $6,261-98.8% |