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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $125 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,790 | $106,264+10.8% | $147,117-19.9% | $77,762+51.5% |
| Participation rate | 96.1% | 78.4%+17.7pp | 82.2%+13.9pp | 70.6%+25.5pp |
| Annual return | 21.58% | 56.94%-35.4pp | 420.54%-399.0pp | 31.27%-9.7pp |
| Employer contribution / active EE | $8,550 | $4,074+109.9% | $4,932+73.3% | $2,728+213.4% |
| Participant deferral / active EE | $19,716 | $8,003+146.3% | $8,065+144.5% | $4,651+323.9% |
| Admin fee / account holder | $10 | $334-97.2% | $12,993-99.9% | $433-97.8% |