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| Provider | Service type | Compensation |
|---|---|---|
CTC MYCFO, LLC1+ years Service code 27 · EIN 77-0522698 | Advisory (Plan) | $60,965 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $764 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $170,031 | $168,231+1.1% | $67,836+150.6% | $63,975+165.8% |
| Participation rate | 77.9% | 66.8%+11.1pp | 68.8%+9.1pp | 71.1%+6.8pp |
| Annual return | -3.60% | 11.76%-15.4pp | 138.49%-142.1pp | 48.65%-52.2pp |
| Employer contribution / active EE | $6,788 | $1,907+255.9% | $2,404+182.4% | $2,182+211.1% |
| Participant deferral / active EE | $0 | $2,827-100.0% | $3,160-100.0% | $3,356-100.0% |
| Admin fee / account holder | $53 | $81-34.0% | $4,621-98.8% | $70-24.5% |