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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 | $55,437-14.6% | $155,534-69.6% | $74,459-36.4% |
| Participation rate | 93.9% | 61.9%+32.0pp | 78.2%+15.7pp | 67.2%+26.7pp |
| Annual return | 24.99% | 269.58%-244.6pp | 64.92%-39.9pp | 1369.70%-1344.7pp |
| Employer contribution / active EE | $1,587 | $2,266-30.0% | $4,675-66.1% | $2,626-39.6% |
| Participant deferral / active EE | $2,950 | $2,837+4.0% | $5,630-47.6% | $4,350-32.2% |
| Admin fee / account holder | $42 | $1,742-97.6% | $15,900-99.7% | $1,945-97.8% |