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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $19,733 |
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 | $46,810 | $51,466-9.0% | $78,778-40.6% | $62,293-24.9% |
| Participation rate | 96.7% | 59.8%+37.0pp | 69.2%+27.6pp | 69.5%+27.2pp |
| Annual return | 20.36% | 19.96%+0.4pp | 35.62%-15.3pp | 28.90%-8.5pp |
| Employer contribution / active EE | $1,837 | $827+122.1% | $1,986-7.5% | $2,042-10.0% |
| Participant deferral / active EE | $3,044 | $2,147+41.7% | $2,958+2.9% | $3,169-4.0% |
| Admin fee / account holder | $149 | $489-69.4% | $5,134-97.1% | $479-68.8% |