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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 · EIN 38-2722519 | Other Commissions | $85,422 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $20,142 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,849 | $65,453+35.7% | $86,698+2.5% | $66,938+32.7% |
| Participation rate | 99.3% | 75.5%+23.8pp | 76.6%+22.7pp | 69.8%+29.5pp |
| Annual return | -18.23% | -10.89%-7.3pp | 35.95%-54.2pp | 1.58%-19.8pp |
| Employer contribution / active EE | $2,084 | $2,154-3.3% | $2,837-26.5% | $2,545-18.1% |
| Participant deferral / active EE | $5,509 | $4,102+34.3% | $4,656+18.3% | $4,238+30.0% |
| Admin fee / account holder | $113 | $642-82.5% | $7,493-98.5% | $594-81.0% |