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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $450 |
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 | $99,702 | $93,010+7.2% | $96,538+3.3% | $74,473+33.9% |
| Participation rate | 86.0% | 71.6%+14.5pp | 74.3%+11.7pp | 70.7%+15.3pp |
| Annual return | 18.92% | 37.50%-18.6pp | 35.74%-16.8pp | 34.36%-15.4pp |
| Employer contribution / active EE | $5,052 | $3,427+47.4% | $3,740+35.1% | $2,638+91.5% |
| Participant deferral / active EE | $0 | $3,971-100.0% | $4,880-100.0% | $4,530-100.0% |
| Admin fee / account holder | $3 | $633-99.6% | $6,737-100.0% | $347-99.3% |