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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$45,374 |
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,226 | $100,801+103.6% | $149,730+37.1% | $73,412+179.6% |
| Participation rate | 86.5% | 77.7%+8.8pp | 82.5%+4.0pp | 72.2%+14.3pp |
| Annual return | 0.00% | 265.34%-265.3pp | 276.70%-276.7pp | 59.30%-59.3pp |
| Employer contribution / active EE | $1,755 | $3,312-47.0% | $4,645-62.2% | $2,234-21.4% |
| Participant deferral / active EE | $2,936 | $6,404-54.2% | $6,843-57.1% | $3,806-22.9% |
| Admin fee / account holder | -$83 | $181-145.7% | $9,310-100.9% | $158-152.3% |