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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $26,201 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,649 | $84,784+5.7% | $98,461-8.9% | $74,460+20.4% |
| Participation rate | 95.1% | 81.5%+13.5pp | 75.2%+19.9pp | 70.7%+24.3pp |
| Annual return | 19.64% | 20.59%-0.9pp | 21.17%-1.5pp | 34.38%-14.7pp |
| Employer contribution / active EE | $2,732 | $3,364-18.8% | $3,049-10.4% | $2,638+3.6% |
| Participant deferral / active EE | $6,325 | $5,218+21.2% | $4,738+33.5% | $4,530+39.6% |
| Admin fee / account holder | $55 | $204-73.2% | $8,961-99.4% | $348-84.3% |