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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,978 | $62,086-17.9% | $90,259-43.5% | $64,340-20.8% |
| Participation rate | 100.0% | 53.9%+46.1pp | 70.7%+29.3pp | 55.2%+44.8pp |
| Annual return | 11.72% | 16.73%-5.0pp | 18.88%-7.2pp | 24.14%-12.4pp |
| Employer contribution / active EE | $2,384 | $1,883+26.7% | $2,291+4.1% | $1,862+28.1% |
| Participant deferral / active EE | $0 | $2,557-100.0% | $3,827-100.0% | $2,980-100.0% |
| Admin fee / account holder | $64 | $3,317-98.1% | $7,267-99.1% | $3,703-98.3% |