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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
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 | $43,050 | $88,324-51.3% | $115,037-62.6% | $55,191-22.0% |
| Participation rate | 91.1% | 72.5%+18.6pp | 81.4%+9.8pp | 69.2%+22.0pp |
| Annual return | 2.47% | 6.30%-3.8pp | 26.14%-23.7pp | 10.78%-8.3pp |
| Employer contribution / active EE | $1,850 | $2,805-34.0% | $4,608-59.8% | $1,899-2.6% |
| Participant deferral / active EE | $7,056 | $5,042+39.9% | $6,026+17.1% | $3,046+131.6% |
| Admin fee / account holder | $164 | $105+55.6% | $8,175-98.0% | $91+80.6% |