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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $125 |
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 | $76,742 | $75,183+2.1% | $123,894-38.1% | $55,167+39.1% |
| Participation rate | 83.5% | 72.8%+10.6pp | 81.4%+2.0pp | 69.0%+14.5pp |
| Annual return | 7.89% | 19.01%-11.1pp | 47.52%-39.6pp | 169.23%-161.3pp |
| Employer contribution / active EE | $3,956 | $2,823+40.1% | $4,617-14.3% | $1,963+101.6% |
| Participant deferral / active EE | $7,431 | $5,084+46.1% | $5,984+24.2% | $3,054+143.3% |
| Admin fee / account holder | $1 | $663-99.9% | $8,357-100.0% | $504-99.8% |