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| Provider | Service type | Compensation |
|---|---|---|
CTC MYCFO, LLC2+ years Service code 27 · EIN 77-0522698 | Advisory (Plan) | $59,859 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $992 |
Participant contribution per participant 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 | $190,069 | $65,292+191.1% | $71,671+165.2% | $77,958+143.8% |
| Participation rate | 75.3% | 67.4%+7.9pp | 68.7%+6.6pp | 71.6%+3.7pp |
| Annual return | 13.84% | 21.25%-7.4pp | 20.65%-6.8pp | 20.87%-7.0pp |
| Employer contribution / active EE | $6,957 | $2,085+233.7% | $2,460+182.8% | $2,310+201.1% |
| Participant deferral / active EE | $0 | $3,008-100.0% | $3,438-100.0% | $3,537-100.0% |
| Admin fee / account holder | $52 | $84-38.2% | $5,558-99.1% | $97-46.4% |