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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $3,925 |
Service code 55 · EIN 47-0826838 | Other Commissions | $2,234 |
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 | $16,175 | $77,638-79.2% | $156,551-89.7% | $62,881-74.3% |
| Participation rate | 89.4% | 71.2%+18.2pp | 84.0%+5.4pp | 69.3%+20.1pp |
| Annual return | 4.63% | 50.33%-45.7pp | 32.23%-27.6pp | 20.14%-15.5pp |
| Employer contribution / active EE | $1,807 | $3,444-47.5% | $5,501-67.1% | $2,281-20.8% |
| Participant deferral / active EE | $2,716 | $3,046-10.8% | $4,871-44.2% | $3,203-15.2% |
| Admin fee / account holder | $49 | $5,561-99.1% | $13,028-99.6% | $4,296-98.9% |