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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $379 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $280,936 | $73,102+284.3% | $123,552+127.4% | $56,287+399.1% |
| Participation rate | 97.5% | 74.3%+23.1pp | 82.3%+15.2pp | 69.9%+27.6pp |
| Annual return | -3.76% | 3.01%-6.8pp | 119.20%-123.0pp | -9.96%+6.2pp |
| Employer contribution / active EE | $8,266 | $2,977+177.7% | $4,628+78.6% | $2,111+291.5% |
| Participant deferral / active EE | $10,224 | $5,423+88.5% | $6,426+59.1% | $3,350+205.2% |
| Admin fee / account holder | $25 | $554-95.5% | $9,285-99.7% | $521-95.2% |