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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $9,709 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $50,978 | $63,904-20.2% | $89,340-42.9% | $67,986-25.0% |
| Participation rate | 100.0% | 54.3%+45.7pp | 69.6%+30.4pp | 57.2%+42.8pp |
| Annual return | 11.72% | 18.09%-6.4pp | 20.57%-8.9pp | 31.67%-19.9pp |
| Employer contribution / active EE | $2,384 | $1,627+46.5% | $2,231+6.9% | $2,019+18.1% |
| Participant deferral / active EE | $0 | $2,691-100.0% | $3,823-100.0% | $3,358-100.0% |
| Admin fee / account holder | $64 | $3,315-98.1% | $6,704-99.0% | $3,203-98.0% |