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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $5,144 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,745 | $65,437+5.1% | $86,698-20.7% | $66,949+2.7% |
| Participation rate | 71.3% | 75.5%-4.2pp | 76.6%-5.3pp | 69.8%+1.5pp |
| Annual return | -14.73% | -10.91%-3.8pp | 35.96%-50.7pp | 1.57%-16.3pp |
| Employer contribution / active EE | $1,014 | $2,154-52.9% | $2,837-64.3% | $2,545-60.2% |
| Participant deferral / active EE | $2,948 | $4,102-28.1% | $4,656-36.7% | $4,239-30.5% |
| Admin fee / account holder | $70 | $642-89.0% | $7,492-99.1% | $594-88.1% |