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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $385 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,687 | $76,112-37.3% | $96,544-50.6% | $71,529-33.3% |
| Participation rate | 77.7% | 74.4%+3.3pp | 76.0%+1.7pp | 67.9%+9.8pp |
| Annual return | 17.19% | 22.80%-5.6pp | 25.88%-8.7pp | 28.97%-11.8pp |
| Employer contribution / active EE | $2,314 | $2,248+2.9% | $2,966-22.0% | $2,590-10.6% |
| Participant deferral / active EE | $3,803 | $4,217-9.8% | $4,851-21.6% | $4,291-11.4% |
| Admin fee / account holder | $13 | $2,708-99.5% | $8,254-99.8% | $1,588-99.2% |