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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $23,146 |
Annual investment return 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 | $43,180 | $42,548+1.5% | $74,551-42.1% | $56,289-23.3% |
| Participation rate | 96.2% | 60.5%+35.8pp | 69.1%+27.1pp | 69.9%+26.4pp |
| Annual return | -7.81% | 12.40%-20.2pp | 32.53%-40.3pp | -9.96%+2.2pp |
| Employer contribution / active EE | $1,680 | $855+96.4% | $1,961-14.4% | $2,111-20.4% |
| Participant deferral / active EE | $3,035 | $2,277+33.3% | $3,108-2.4% | $3,350-9.4% |
| Admin fee / account holder | $163 | $467-65.1% | $5,059-96.8% | $521-68.7% |