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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $14,687 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,617 | $101,591-34.4% | $147,096-54.7% | $74,429-10.5% |
| Participation rate | 85.9% | 75.5%+10.4pp | 82.2%+3.7pp | 67.2%+18.7pp |
| Annual return | 15.83% | 8746.45%-8730.6pp | 419.75%-403.9pp | 1368.38%-1352.6pp |
| Employer contribution / active EE | $3,982 | $3,813+4.5% | $4,936-19.3% | $2,625+51.7% |
| Participant deferral / active EE | $10,912 | $7,302+49.4% | $8,071+35.2% | $4,348+151.0% |
| Admin fee / account holder | $281 | $1,750-83.9% | $13,005-97.8% | $1,944-85.5% |