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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $84,335 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $25,000 |
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 | $46,264 | $84,045-45.0% | $77,361-40.2% | $69,255-33.2% |
| Participation rate | 81.8% | 71.8%+10.0pp | 75.0%+6.8pp | 69.0%+12.7pp |
| Annual return | 12.96% | 12.46%+0.5pp | 1011.54%-998.6pp | 26.73%-13.8pp |
| Employer contribution / active EE | $2,107 | $2,954-28.7% | $2,990-29.5% | $2,645-20.4% |
| Participant deferral / active EE | $3,395 | $3,349+1.4% | $3,911-13.2% | $2,890+17.4% |
| Admin fee / account holder | $167 | $239-30.1% | $5,894-97.2% | $733-77.2% |