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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $9,681 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,100 | $72,639+121.8% | $90,766+77.5% | $66,949+140.6% |
| Participation rate | 88.3% | 73.7%+14.6pp | 75.7%+12.6pp | 69.8%+18.5pp |
| Annual return | -21.79% | -12.28%-9.5pp | -12.16%-9.6pp | 1.57%-23.4pp |
| Employer contribution / active EE | $3,079 | $2,369+30.0% | $2,922+5.4% | $2,545+21.0% |
| Participant deferral / active EE | $7,896 | $3,979+98.5% | $4,565+73.0% | $4,239+86.3% |
| Admin fee / account holder | $85 | $708-88.0% | $8,446-99.0% | $594-85.7% |