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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $900 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,743 | $78,852-20.4% | $76,766-18.3% | $75,289-16.7% |
| Participation rate | 70.7% | 85.0%-14.3pp | 77.0%-6.3pp | 72.4%-1.7pp |
| Annual return | -5.20% | -1.29%-3.9pp | 2.43%-7.6pp | -0.04%-5.2pp |
| Employer contribution / active EE | $1,844 | $2,794-34.0% | $2,485-25.8% | $2,405-23.3% |
| Participant deferral / active EE | $1,850 | $4,800-61.5% | $3,851-52.0% | $3,739-50.5% |
| Admin fee / account holder | $30 | $79-62.1% | $6,675-99.6% | $102-70.8% |