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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $9,200 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $43,583 | $57,108-23.7% | $94,229-53.7% | $52,331-16.7% |
| Participation rate | 81.3% | 72.9%+8.4pp | 78.8%+2.5pp | 68.1%+13.2pp |
| Annual return | -1.86% | 1.47%-3.3pp | 10.68%-12.5pp | 4.54%-6.4pp |
| Employer contribution / active EE | $914 | $1,735-47.3% | $3,587-74.5% | $1,882-51.4% |
| Participant deferral / active EE | $1,658 | $3,040-45.4% | $4,320-61.6% | $3,022-45.1% |
| Admin fee / account holder | $78 | $546-85.7% | $6,269-98.8% | $592-86.8% |