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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 | $52,060 | $65,437-20.4% | $86,698-40.0% | $66,949-22.2% |
| Participation rate | 77.5% | 75.5%+2.1pp | 76.6%+0.9pp | 69.8%+7.7pp |
| Annual return | -16.60% | -10.91%-5.7pp | 35.96%-52.6pp | 1.57%-18.2pp |
| Employer contribution / active EE | $1,867 | $2,154-13.3% | $2,837-34.2% | $2,545-26.7% |
| Participant deferral / active EE | $3,092 | $4,102-24.6% | $4,656-33.6% | $4,239-27.1% |
| Admin fee / account holder | $9 | $642-98.6% | $7,492-99.9% | $594-98.5% |