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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $31,632 |
Filed as: CARY STREET Service code 27 · EIN 26-0070474 | Advisory (Plan) | $8,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,790 | $80,781-16.1% | $102,437-33.8% | $74,478-9.0% |
| Participation rate | 94.8% | 65.7%+29.1pp | 74.5%+20.3pp | 67.2%+27.6pp |
| Annual return | 13.21% | 27.58%-14.4pp | 24.95%-11.7pp | 1370.56%-1357.4pp |
| Employer contribution / active EE | $2,413 | $3,160-23.6% | $3,871-37.6% | $2,626-8.1% |
| Participant deferral / active EE | $7,142 | $3,862+84.9% | $5,060+41.1% | $4,350+64.2% |
| Admin fee / account holder | $220 | $2,372-90.7% | $8,388-97.4% | $1,946-88.7% |