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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,175 | $74,089+28.5% | $133,975-29.0% | $55,167+72.5% |
| Participation rate | 96.0% | 84.3%+11.8pp | 87.1%+9.0pp | 69.0%+27.0pp |
| Annual return | 10.03% | 12.11%-2.1pp | 29.29%-19.3pp | 169.23%-159.2pp |
| Employer contribution / active EE | $2,709 | $3,064-11.6% | $5,211-48.0% | $1,963+38.0% |
| Participant deferral / active EE | $10,533 | $4,678+125.2% | $6,282+67.7% | $3,054+244.9% |
| Admin fee / account holder | $1 | $458-99.7% | $9,324-100.0% | $504-99.8% |