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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $25,087 |
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 | $58,171 | $49,138+18.4% | $84,023-30.8% | $65,186-10.8% |
| Participation rate | 94.7% | 60.7%+34.0pp | 69.0%+25.7pp | 70.2%+24.5pp |
| Annual return | 25.18% | 23.00%+2.2pp | 71.32%-46.1pp | 29.39%-4.2pp |
| Employer contribution / active EE | $1,886 | $914+106.5% | $1,984-4.9% | $2,177-13.3% |
| Participant deferral / active EE | $3,383 | $2,397+41.1% | $3,239+4.4% | $3,514-3.7% |
| Admin fee / account holder | $185 | $543-65.9% | $6,102-97.0% | $847-78.2% |