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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $300 |
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 | $61,898 | $84,936-27.1% | $111,308-44.4% | $79,391-22.0% |
| Participation rate | 72.3% | 75.9%-3.5pp | 77.3%-5.0pp | 70.7%+1.6pp |
| Annual return | 12.62% | 17.45%-4.8pp | 54.67%-42.0pp | 116.88%-104.3pp |
| Employer contribution / active EE | $2,034 | $1,979+2.8% | $2,732-25.5% | $2,428-16.2% |
| Participant deferral / active EE | $3,650 | $3,888-6.1% | $4,487-18.7% | $4,046-9.8% |
| Admin fee / account holder | $8 | $537-98.5% | $7,965-99.9% | $627-98.7% |