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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $300 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,021 | $65,437+71.2% | $86,698+29.2% | $66,949+67.3% |
| Participation rate | 92.4% | 75.5%+16.9pp | 76.6%+15.8pp | 69.8%+22.5pp |
| Annual return | -15.35% | -10.91%-4.4pp | 35.96%-51.3pp | 1.57%-16.9pp |
| Employer contribution / active EE | $7,062 | $2,154+227.9% | $2,837+148.9% | $2,545+177.4% |
| Participant deferral / active EE | $4,939 | $4,102+20.4% | $4,656+6.1% | $4,239+16.5% |
| Admin fee / account holder | $1 | $642-99.8% | $7,492-100.0% | $594-99.7% |