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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$4,905 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $183,429 | $51,223+258.1% | $82,763+121.6% | $66,949+174.0% |
| Participation rate | 100.0% | 67.9%+32.1pp | 72.6%+27.4pp | 69.8%+30.2pp |
| Annual return | -18.89% | -9.85%-9.0pp | 702.45%-721.3pp | 1.57%-20.5pp |
| Employer contribution / active EE | $23,869 | $2,611+814.2% | $3,008+693.4% | $2,545+837.7% |
| Participant deferral / active EE | $0 | $3,460-100.0% | $4,395-100.0% | $4,239-100.0% |
| Admin fee / account holder | -$11 | $415-102.7% | $5,325-100.2% | $594-101.9% |