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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$522 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,363 | $63,861+30.5% | $104,625-20.3% | $79,852+4.4% |
| Participation rate | 96.8% | 64.9%+31.9pp | 74.1%+22.7pp | 69.6%+27.1pp |
| Annual return | 21.49% | 21.30%+0.2pp | 340.60%-319.1pp | 31.72%-10.2pp |
| Employer contribution / active EE | $3,651 | $1,588+129.9% | $2,681+36.2% | $2,471+47.7% |
| Participant deferral / active EE | $9,116 | $2,693+238.4% | $3,738+143.9% | $3,740+143.7% |
| Admin fee / account holder | -$2 | $4,185-100.1% | $6,465-100.0% | $5,306-100.0% |