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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,820 | $45,825+8.7% | $90,657-45.0% | $56,289-11.5% |
| Participation rate | 73.9% | 66.7%+7.3pp | 74.0%-0.1pp | 69.9%+4.1pp |
| Annual return | -5.94% | 38.64%-44.6pp | 1.89%-7.8pp | -9.96%+4.0pp |
| Employer contribution / active EE | $3,361 | $1,372+145.0% | $2,532+32.8% | $2,111+59.2% |
| Participant deferral / active EE | $1,621 | $2,562-36.7% | $3,424-52.7% | $3,350-51.6% |
| Admin fee / account holder | $262 | $413-36.5% | $4,994-94.8% | $521-49.7% |