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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $275 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,706 | $79,184-41.0% | $102,438-54.4% | $74,546-37.3% |
| Participation rate | 87.9% | 74.8%+13.1pp | 76.5%+11.4pp | 67.2%+20.7pp |
| Annual return | 20.86% | 54.95%-34.1pp | 29.37%-8.5pp | 1366.03%-1345.2pp |
| Employer contribution / active EE | $2,271 | $2,362-3.9% | $3,024-24.9% | $2,624-13.5% |
| Participant deferral / active EE | $3,589 | $4,414-18.7% | $5,054-29.0% | $4,347-17.5% |
| Admin fee / account holder | $13 | $2,001-99.4% | $9,448-99.9% | $1,944-99.4% |