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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 | $89,123-33.1% | $102,460-41.8% | $77,762-23.4% |
| Participation rate | 90.4% | 80.9%+9.5pp | 76.5%+13.9pp | 70.6%+19.8pp |
| Annual return | 9.01% | 25.05%-16.0pp | 29.47%-20.5pp | 31.27%-22.3pp |
| Employer contribution / active EE | $3,382 | $2,700+25.3% | $3,025+11.8% | $2,728+24.0% |
| Participant deferral / active EE | $0 | $5,148-100.0% | $5,056-100.0% | $4,651-100.0% |
| Admin fee / account holder | $18 | $236-92.3% | $9,460-99.8% | $433-95.8% |