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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $350 |
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 | $86,075 | $106,236-19.0% | $112,263-23.3% | $64,824+32.8% |
| Participation rate | 87.8% | 71.7%+16.2pp | 75.1%+12.8pp | 71.5%+16.4pp |
| Annual return | -19.10% | -6.02%-13.1pp | 27.49%-46.6pp | 32.84%-51.9pp |
| Employer contribution / active EE | $10,463 | $3,167+230.4% | $3,636+187.7% | $2,507+317.3% |
| Participant deferral / active EE | $0 | $3,786-100.0% | $4,729-100.0% | $4,311-100.0% |
| Admin fee / account holder | $1 | $452-99.8% | $6,410-100.0% | $188-99.5% |