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| Provider | Service type | Compensation |
|---|---|---|
CTC MYCFO, LLC1+ years Service code 26 · EIN 77-0522698 | Advisory (Participants) | $32,779 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $2,685 |
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 | $92,313 | $168,231-45.1% | $67,836+36.1% | $63,975+44.3% |
| Participation rate | 84.2% | 66.8%+17.4pp | 68.8%+15.4pp | 71.1%+13.1pp |
| Annual return | -3.01% | 11.76%-14.8pp | 138.49%-141.5pp | 48.65%-51.7pp |
| Employer contribution / active EE | $2,378 | $1,907+24.7% | $2,404-1.1% | $2,182+9.0% |
| Participant deferral / active EE | $6,166 | $2,827+118.1% | $3,160+95.1% | $3,356+83.7% |
| Admin fee / account holder | $31 | $81-62.0% | $4,621-99.3% | $70-56.6% |