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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $7,964 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,686 | $61,391-38.6% | $149,723-74.8% | $71,529-47.3% |
| Participation rate | 92.9% | 62.5%+30.4pp | 78.8%+14.1pp | 67.9%+25.0pp |
| Annual return | 16.77% | 35.88%-19.1pp | 134.50%-117.7pp | 28.97%-12.2pp |
| Employer contribution / active EE | $1,636 | $2,384-31.4% | $4,821-66.1% | $2,590-36.8% |
| Participant deferral / active EE | $3,114 | $2,921+6.6% | $5,682-45.2% | $4,291-27.4% |
| Admin fee / account holder | $48 | $1,264-96.2% | $13,215-99.6% | $1,588-97.0% |