| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $3,650 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,960 | $108,759-80.7% | $149,751-86.0% | $93,223-77.5% |
| Participation rate | 85.6% | 70.7%+14.9pp | 82.5%+3.1pp | 74.9%+10.7pp |
| Annual return | 0.00% | 19.53%-19.5pp | 276.71%-276.7pp | 19.29%-19.3pp |
| Employer contribution / active EE | $1,430 | $2,777-48.5% | $4,646-69.2% | $2,680-46.6% |
| Participant deferral / active EE | $1,236 | $6,149-79.9% | $6,843-81.9% | $4,563-72.9% |
| Admin fee / account holder | $1 | $81-99.3% | $9,312-100.0% | $79-99.3% |