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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $7,183 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,333 | $55,470-14.7% | $155,556-69.6% | $74,478-36.4% |
| Participation rate | 93.9% | 61.9%+32.0pp | 78.2%+15.7pp | 67.2%+26.7pp |
| Annual return | 24.99% | 269.80%-244.8pp | 64.84%-39.8pp | 1370.56%-1345.6pp |
| Employer contribution / active EE | $1,587 | $2,267-30.0% | $4,675-66.1% | $2,626-39.6% |
| Participant deferral / active EE | $2,950 | $2,838+4.0% | $5,631-47.6% | $4,350-32.2% |
| Admin fee / account holder | $42 | $1,744-97.6% | $15,885-99.7% | $1,946-97.8% |