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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $83,234 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,672 | $130,052-64.1% | $86,717-46.2% | $77,906-40.1% |
| Participation rate | 98.0% | 85.9%+12.1pp | 76.6%+21.5pp | 73.7%+24.3pp |
| Annual return | -13.53% | -12.73%-0.8pp | 35.97%-49.5pp | 12.16%-25.7pp |
| Employer contribution / active EE | $4,836 | $3,214+50.5% | $2,837+70.4% | $2,846+69.9% |
| Participant deferral / active EE | $0 | $5,741-100.0% | $4,657-100.0% | $4,805-100.0% |
| Admin fee / account holder | $58 | $132-56.2% | $7,494-99.2% | $133-56.4% |