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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $8,777 |
Participant contribution per participant 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 | $49,971 | $62,177-19.6% | $81,370-38.6% | $74,478-32.9% |
| Participation rate | 96.9% | 64.1%+32.9pp | 69.5%+27.4pp | 67.2%+29.7pp |
| Annual return | 17.86% | 16.62%+1.2pp | 24.85%-7.0pp | 1370.56%-1352.7pp |
| Employer contribution / active EE | $2,472 | $1,881+31.4% | $2,464+0.3% | $2,626-5.9% |
| Participant deferral / active EE | $0 | $3,219-100.0% | $3,885-100.0% | $4,350-100.0% |
| Admin fee / account holder | $56 | $1,927-97.1% | $5,749-99.0% | $1,946-97.1% |