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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $16,929 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,717 | $49,471+18.7% | $79,583-26.2% | $66,949-12.3% |
| Participation rate | 96.1% | 61.4%+34.7pp | 69.5%+26.6pp | 69.8%+26.3pp |
| Annual return | -18.81% | 84.30%-103.1pp | 0.16%-19.0pp | 1.57%-20.4pp |
| Employer contribution / active EE | $1,930 | $1,266+52.5% | $2,414-20.0% | $2,545-24.2% |
| Participant deferral / active EE | $3,631 | $3,160+14.9% | $3,986-8.9% | $4,239-14.4% |
| Admin fee / account holder | $131 | $595-77.9% | $6,835-98.1% | $594-77.9% |