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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 | $106,247+10.9% | $147,096-19.9% | $77,714+51.6% |
| Participation rate | 96.1% | 78.4%+17.7pp | 82.2%+13.9pp | 70.6%+25.5pp |
| Annual return | 21.58% | 56.87%-35.3pp | 419.75%-398.2pp | 31.26%-9.7pp |
| Employer contribution / active EE | $8,550 | $4,069+110.1% | $4,936+73.2% | $2,727+213.6% |
| Participant deferral / active EE | $19,716 | $7,996+146.6% | $8,071+144.3% | $4,649+324.1% |
| Admin fee / account holder | $10 | $338-97.2% | $13,005-99.9% | $433-97.8% |