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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $3,642 |
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 | $76,365 | $76,112+0.3% | $96,544-20.9% | $71,529+6.8% |
| Participation rate | 67.9% | 74.4%-6.5pp | 76.0%-8.1pp | 67.9%0pp |
| Annual return | 14.99% | 22.80%-7.8pp | 25.88%-10.9pp | 28.97%-14.0pp |
| Employer contribution / active EE | $1,179 | $2,248-47.5% | $2,966-60.3% | $2,590-54.5% |
| Participant deferral / active EE | $3,003 | $4,217-28.8% | $4,851-38.1% | $4,291-30.0% |
| Admin fee / account holder | $60 | $2,708-97.8% | $8,254-99.3% | $1,588-96.2% |