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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $16,794 |
Filed as: CARY STREET Service code 16 · EIN 26-0070474 | Consulting | $12,769 |
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 | $39,091 | $55,449-29.5% | $83,831-53.4% | $56,289-30.6% |
| Participation rate | 85.8% | 68.0%+17.8pp | 76.1%+9.7pp | 69.9%+16.0pp |
| Annual return | -6.52% | -1.38%-5.1pp | 850.99%-857.5pp | -9.96%+3.4pp |
| Employer contribution / active EE | $1,692 | $2,430-30.4% | $3,631-53.4% | $2,111-19.8% |
| Participant deferral / active EE | $4,913 | $2,935+67.4% | $4,082+20.4% | $3,350+46.7% |
| Admin fee / account holder | $242 | $656-63.1% | $5,479-95.6% | $521-53.5% |