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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $7,220 |
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 | $31,073 | $65,125-52.3% | $143,797-78.4% | $66,949-53.6% |
| Participation rate | 98.3% | 65.2%+33.1pp | 80.3%+17.9pp | 69.8%+28.4pp |
| Annual return | -17.91% | -11.13%-6.8pp | -0.04%-17.9pp | 1.57%-19.5pp |
| Employer contribution / active EE | $1,649 | $2,362-30.2% | $4,952-66.7% | $2,545-35.2% |
| Participant deferral / active EE | $3,053 | $2,920+4.6% | $5,638-45.8% | $4,239-28.0% |
| Admin fee / account holder | $44 | $503-91.3% | $14,679-99.7% | $594-92.6% |