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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,064 | $36,916+401.3% | $156,551+18.2% | $57,658+221.0% |
| Participation rate | 95.1% | 63.4%+31.6pp | 84.0%+11.1pp | 70.2%+24.9pp |
| Annual return | 6.74% | 12.38%-5.6pp | 32.23%-25.5pp | 5.13%+1.6pp |
| Employer contribution / active EE | $4,192 | $1,571+166.9% | $5,501-23.8% | $1,974+112.4% |
| Participant deferral / active EE | $5,244 | $1,926+172.3% | $4,871+7.7% | $3,061+71.3% |
| Admin fee / account holder | $0 | $82-100.0% | $13,028-100.0% | $95-100.0% |