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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $68,880 |
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 | $64,175 | $89,123-28.0% | $102,460-37.4% | $77,762-17.5% |
| Participation rate | 97.1% | 80.9%+16.2pp | 76.5%+20.6pp | 70.6%+26.5pp |
| Annual return | 10.37% | 25.05%-14.7pp | 29.47%-19.1pp | 31.27%-20.9pp |
| Employer contribution / active EE | $5,769 | $2,700+113.7% | $3,025+90.7% | $2,728+111.5% |
| Participant deferral / active EE | $0 | $5,148-100.0% | $5,056-100.0% | $4,651-100.0% |
| Admin fee / account holder | $54 | $236-77.1% | $9,460-99.4% | $433-87.5% |