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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $9,523 |
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 | $43,515 | $56,438-22.9% | $76,872-43.4% | $71,511-39.1% |
| Participation rate | 96.4% | 64.3%+32.1pp | 69.6%+26.8pp | 67.9%+28.5pp |
| Annual return | 8.96% | 19.05%-10.1pp | 37.90%-28.9pp | 28.86%-19.9pp |
| Employer contribution / active EE | $2,267 | $1,864+21.6% | $2,533-10.5% | $2,589-12.5% |
| Participant deferral / active EE | $0 | $3,136-100.0% | $3,832-100.0% | $4,291-100.0% |
| Admin fee / account holder | $60 | $1,430-95.8% | $5,476-98.9% | $1,588-96.2% |