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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $68,259 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $25,058 |
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 | $34,593 | $83,884-58.8% | $64,101-46.0% | $74,460-53.5% |
| Participation rate | 89.7% | 76.6%+13.0pp | 72.3%+17.4pp | 70.7%+18.9pp |
| Annual return | 14.96% | 16.57%-1.6pp | 33.72%-18.8pp | 34.38%-19.4pp |
| Employer contribution / active EE | $1,834 | $3,084-40.5% | $2,749-33.3% | $2,638-30.5% |
| Participant deferral / active EE | $3,560 | $3,692-3.6% | $3,881-8.3% | $4,530-21.4% |
| Admin fee / account holder | $141 | $196-28.2% | $3,070-95.4% | $348-59.5% |