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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$1,743 |
Participant contribution per participant 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 | $209,779 | $58,312+259.8% | $86,656+142.1% | $71,529+193.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 71.7%+28.3pp | 67.9%+32.1pp |
| Annual return | 21.24% | 24.08%-2.8pp | 593.09%-571.9pp | 28.97%-7.7pp |
| Employer contribution / active EE | $24,289 | $2,576+842.8% | $3,025+702.8% | $2,590+837.9% |
| Participant deferral / active EE | $0 | $3,439-100.0% | $4,439-100.0% | $4,291-100.0% |
| Admin fee / account holder | $5 | $1,057-99.6% | $5,619-99.9% | $1,588-99.7% |