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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $17,513 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,247 | $54,729+50.3% | $86,235-4.6% | $71,529+15.0% |
| Participation rate | 95.6% | 60.1%+35.5pp | 69.0%+26.6pp | 67.9%+27.7pp |
| Annual return | 26.22% | 20.07%+6.2pp | 1170.03%-1143.8pp | 28.97%-2.7pp |
| Employer contribution / active EE | $2,291 | $1,267+80.8% | $2,381-3.8% | $2,590-11.5% |
| Participant deferral / active EE | $4,292 | $3,110+38.0% | $3,987+7.6% | $4,2910% |
| Admin fee / account holder | $147 | $1,921-92.4% | $6,856-97.9% | $1,588-90.8% |