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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $92,813 |
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 | $46,764 | $176,471-73.5% | $95,968-51.3% | $90,274-48.2% |
| Participation rate | 92.8% | 86.6%+6.3pp | 77.1%+15.7pp | 73.4%+19.5pp |
| Annual return | 11.68% | 20.15%-8.5pp | 91.65%-80.0pp | 53.97%-42.3pp |
| Employer contribution / active EE | $3,149 | $2,783+13.1% | $2,542+23.9% | $2,523+24.8% |
| Participant deferral / active EE | $0 | $5,325-100.0% | $4,167-100.0% | $4,231-100.0% |
| Admin fee / account holder | $56 | $154-63.9% | $6,798-99.2% | $114-51.2% |