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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
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 | $214,870 | $80,763+166.1% | $102,412+109.8% | $74,459+188.6% |
| Participation rate | 89.6% | 65.7%+24.0pp | 74.5%+15.1pp | 67.2%+22.4pp |
| Annual return | 33.34% | 27.57%+5.8pp | 24.94%+8.4pp | 1369.70%-1336.4pp |
| Employer contribution / active EE | $8,544 | $3,160+170.4% | $3,870+120.8% | $2,626+225.4% |
| Participant deferral / active EE | $4,356 | $3,862+12.8% | $5,060-13.9% | $4,350+0.1% |
| Admin fee / account holder | $4 | $2,371-99.8% | $8,388-100.0% | $1,945-99.8% |