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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $121 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,895 | $89,652+25.9% | $141,162-20.0% | $65,185+73.2% |
| Participation rate | 77.6% | 74.7%+2.9pp | 82.5%-4.8pp | 70.2%+7.4pp |
| Annual return | 20.14% | 32.79%-12.7pp | 71.39%-51.3pp | 29.38%-9.2pp |
| Employer contribution / active EE | $3,698 | $3,065+20.7% | $4,735-21.9% | $2,177+69.9% |
| Participant deferral / active EE | $8,872 | $5,691+55.9% | $6,709+32.2% | $3,514+152.5% |
| Admin fee / account holder | $44 | $569-92.2% | $10,261-99.6% | $847-94.8% |