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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $175 |
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 | $98,317 | $78,275+25.6% | $109,188-10.0% | $86,821+13.2% |
| Participation rate | 93.6% | 73.8%+19.8pp | 75.9%+17.7pp | 72.3%+21.3pp |
| Annual return | 15.80% | 19.14%-3.3pp | 25.76%-10.0pp | 97.94%-82.1pp |
| Employer contribution / active EE | $10,265 | $3,105+230.6% | $3,723+175.7% | $2,406+326.6% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,654-100.0% | $4,132-100.0% |
| Admin fee / account holder | $1 | $198-99.7% | $6,755-100.0% | $170-99.7% |