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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $88,652 |
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 | $52,374 | $144,879-63.9% | $111,319-53.0% | $93,010-43.7% |
| Participation rate | 98.5% | 86.1%+12.3pp | 77.3%+21.2pp | 73.9%+24.6pp |
| Annual return | 9.54% | 18.11%-8.6pp | 54.68%-45.1pp | 158.70%-149.2pp |
| Employer contribution / active EE | $3,410 | $3,052+11.7% | $2,732+24.8% | $2,705+26.1% |
| Participant deferral / active EE | $0 | $5,576-100.0% | $4,488-100.0% | $4,561-100.0% |
| Admin fee / account holder | $57 | $104-44.6% | $7,966-99.3% | $152-62.2% |