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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,917 | $95,417-24.6% | $135,974-47.1% | $74,460-3.4% |
| Participation rate | 82.3% | 78.2%+4.1pp | 81.9%+0.4pp | 70.7%+11.5pp |
| Annual return | 40.12% | 32.76%+7.4pp | 68.30%-28.2pp | 34.38%+5.7pp |
| Employer contribution / active EE | $7,672 | $3,878+97.9% | $4,859+57.9% | $2,638+190.8% |
| Participant deferral / active EE | $18,569 | $7,789+138.4% | $7,760+139.3% | $4,530+309.9% |
| Admin fee / account holder | $50 | $266-81.3% | $10,767-99.5% | $348-85.7% |