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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $25 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,944 | $55,182-47.5% | $73,307-60.5% | $55,191-47.6% |
| Participation rate | 76.4% | 73.9%+2.5pp | 74.9%+1.5pp | 69.2%+7.3pp |
| Annual return | -1.78% | 8.55%-10.3pp | 5.67%-7.5pp | 10.78%-12.6pp |
| Employer contribution / active EE | $693 | $1,935-64.2% | $3,237-78.6% | $1,899-63.5% |
| Participant deferral / active EE | $3,145 | $4,641-32.2% | $4,991-37.0% | $3,046+3.3% |
| Admin fee / account holder | $75 | $68+9.1% | $5,637-98.7% | $91-17.7% |