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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $16,624 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,517 | $59,220+20.8% | $96,570-25.9% | $79,391-9.9% |
| Participation rate | 93.8% | 61.9%+31.9pp | 69.8%+24.0pp | 70.7%+23.1pp |
| Annual return | 15.92% | 27.08%-11.2pp | 37.79%-21.9pp | 116.88%-101.0pp |
| Employer contribution / active EE | $1,982 | $1,216+63.0% | $2,357-15.9% | $2,428-18.4% |
| Participant deferral / active EE | $3,609 | $2,948+22.4% | $3,849-6.2% | $4,046-10.8% |
| Admin fee / account holder | $123 | $659-81.3% | $6,182-98.0% | $627-80.4% |