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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $2,163 |
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 | $31,167 | $100,801-69.1% | $149,730-79.2% | $73,412-57.5% |
| Participation rate | 88.9% | 77.7%+11.2pp | 82.5%+6.4pp | 72.2%+16.7pp |
| Annual return | 18.94% | 265.34%-246.4pp | 276.70%-257.8pp | 59.30%-40.4pp |
| Employer contribution / active EE | $3,335 | $3,312+0.7% | $4,645-28.2% | $2,234+49.3% |
| Participant deferral / active EE | $6,263 | $6,404-2.2% | $6,843-8.5% | $3,806+64.6% |
| Admin fee / account holder | $7 | $181-96.3% | $9,310-99.9% | $158-95.8% |