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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 | $174,839 | $37,196+370.0% | $154,108+13.5% | $55,725+213.8% |
| Participation rate | 91.7% | 64.1%+27.6pp | 83.0%+8.7pp | 70.9%+20.8pp |
| Annual return | -5.14% | 1319.68%-1324.8pp | 735.21%-740.3pp | 244.93%-250.1pp |
| Employer contribution / active EE | $4,482 | $1,614+177.7% | $5,298-15.4% | $2,078+115.7% |
| Participant deferral / active EE | $5,279 | $2,068+155.3% | $5,081+3.9% | $3,356+57.3% |
| Admin fee / account holder | $0 | $102-100.0% | $13,411-100.0% | $115-100.0% |