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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $9,445 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,593 | $89,067-33.1% | $102,423-41.8% | $77,714-23.3% |
| Participation rate | 90.4% | 80.9%+9.5pp | 76.5%+13.9pp | 70.6%+19.8pp |
| Annual return | 9.01% | 25.01%-16.0pp | 29.42%-20.4pp | 31.26%-22.2pp |
| Employer contribution / active EE | $3,382 | $2,699+25.3% | $3,023+11.9% | $2,727+24.0% |
| Participant deferral / active EE | $0 | $5,147-100.0% | $5,054-100.0% | $4,649-100.0% |
| Admin fee / account holder | $18 | $236-92.3% | $9,455-99.8% | $433-95.8% |