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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,027 | $92,186+9.6% | $105,624-4.4% | $77,762+29.9% |
| Participation rate | 59.2% | 81.0%-21.8pp | 75.3%-16.0pp | 70.6%-11.4pp |
| Annual return | 14.55% | 17.83%-3.3pp | 116.20%-101.7pp | 31.27%-16.7pp |
| Employer contribution / active EE | $2,145 | $3,376-36.5% | $3,168-32.3% | $2,728-21.4% |
| Participant deferral / active EE | $4,436 | $5,395-17.8% | $5,013-11.5% | $4,651-4.6% |
| Admin fee / account holder | $216 | $219-1.3% | $10,961-98.0% | $433-50.1% |