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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $72,525 |
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 | $40,825 | $91,692-55.5% | $67,561-39.6% | $77,714-47.5% |
| Participation rate | 79.5% | 76.0%+3.4pp | 72.9%+6.6pp | 70.6%+8.9pp |
| Annual return | 16.45% | 14.88%+1.6pp | 3525.44%-3509.0pp | 31.26%-14.8pp |
| Employer contribution / active EE | $2,065 | $3,188-35.2% | $2,735-24.5% | $2,727-24.3% |
| Participant deferral / active EE | $3,506 | $3,912-10.4% | $4,003-12.4% | $4,649-24.6% |
| Admin fee / account holder | $146 | $245-40.2% | $4,006-96.3% | $433-66.3% |