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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $70,700 |
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 | $55,767 | $104,544-46.7% | $96,534-42.2% | $80,157-30.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 76.0%+24.0pp | 72.9%+27.1pp |
| Annual return | 13.58% | 21.79%-8.2pp | 25.88%-12.3pp | 40.39%-26.8pp |
| Employer contribution / active EE | $5,376 | $3,527+52.4% | $2,965+81.3% | $2,977+80.6% |
| Participant deferral / active EE | $0 | $6,170-100.0% | $4,851-100.0% | $5,015-100.0% |
| Admin fee / account holder | $51 | $107-52.1% | $8,253-99.4% | $145-64.7% |