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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 | $101,653-34.5% | $147,080-54.7% | $74,459-10.5% |
| Participation rate | 85.9% | 75.6%+10.4pp | 82.2%+3.7pp | 67.2%+18.7pp |
| Annual return | 15.83% | 8754.98%-8739.1pp | 420.17%-404.3pp | 1369.70%-1353.9pp |
| Employer contribution / active EE | $3,982 | $3,813+4.4% | $4,933-19.3% | $2,626+51.7% |
| Participant deferral / active EE | $10,912 | $7,304+49.4% | $8,066+35.3% | $4,350+150.9% |
| Admin fee / account holder | $281 | $1,752-83.9% | $12,989-97.8% | $1,945-85.5% |