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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $85,620 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $27,292 |
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 | $31,298 | $79,151-60.5% | $60,906-48.6% | $64,819-51.7% |
| Participation rate | 70.5% | 77.7%-7.2pp | 73.1%-2.6pp | 71.5%-1.0pp |
| Annual return | -15.65% | -7.12%-8.5pp | 16.94%-32.6pp | 32.84%-48.5pp |
| Employer contribution / active EE | $1,603 | $3,052-47.5% | $2,703-40.7% | $2,507-36.0% |
| Participant deferral / active EE | $2,850 | $3,727-23.5% | $3,814-25.3% | $4,311-33.9% |
| Admin fee / account holder | $196 | $106+85.4% | $3,227-93.9% | $188+4.3% |