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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $2,087 |
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 | $114,066 | $54,320+110.0% | $67,652+68.6% | $52,331+118.0% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.7%+24.3pp | 68.1%+31.9pp |
| Annual return | -0.69% | 6.81%-7.5pp | 6625.40%-6626.1pp | 4.54%-5.2pp |
| Employer contribution / active EE | $6,734 | $1,544+336.2% | $2,266+197.2% | $1,882+257.9% |
| Participant deferral / active EE | $3,100 | $2,950+5.1% | $3,560-12.9% | $3,022+2.6% |
| Admin fee / account holder | $15 | $527-97.1% | $4,821-99.7% | $592-97.5% |