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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $50 |
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 | $103,191 | $60,165+71.5% | $74,184+39.1% | $55,167+87.1% |
| Participation rate | 98.4% | 74.2%+24.2pp | 76.6%+21.7pp | 69.0%+29.4pp |
| Annual return | 8.49% | 10.00%-1.5pp | 17.74%-9.3pp | 169.23%-160.7pp |
| Employer contribution / active EE | $6,514 | $1,600+307.2% | $2,370+174.8% | $1,963+231.9% |
| Participant deferral / active EE | $3,279 | $2,973+10.3% | $3,550-7.6% | $3,054+7.4% |
| Admin fee / account holder | $0 | $419-99.9% | $5,586-100.0% | $504-99.9% |