| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $297,385 |
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 | $62,233 | $100,589-38.1% | $136,298-54.3% | $177,276-64.9% |
| Participation rate | 96.7% | 77.4%+19.2pp | 81.9%+14.7pp | 74.8%+21.8pp |
| Annual return | 21.47% | 39.18%-17.7pp | 5156.27%-5134.8pp | 21.25%+0.2pp |
| Employer contribution / active EE | $2,557 | $3,259-21.5% | $4,696-45.5% | $2,479+3.2% |
| Participant deferral / active EE | $9,737 | $5,830+67.0% | $6,247+55.9% | $3,881+150.9% |
| Admin fee / account holder | $21 | $55-61.2% | $9,244-99.8% | $154-86.2% |