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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $325 |
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 | $142,479 | $73,638+93.5% | $95,964+48.5% | $73,497+93.9% |
| Participation rate | 90.1% | 76.2%+14.0pp | 77.1%+13.0pp | 70.7%+19.4pp |
| Annual return | 14.80% | 16.78%-2.0pp | 91.64%-76.8pp | 28.51%-13.7pp |
| Employer contribution / active EE | $5,281 | $1,863+183.4% | $2,541+107.8% | $2,270+132.6% |
| Participant deferral / active EE | $4,176 | $3,617+15.4% | $4,167+0.2% | $3,740+11.7% |
| Admin fee / account holder | $2 | $482-99.6% | $6,797-100.0% | $513-99.7% |