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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 | $86,795-46.7% | $67,681-31.6% | $64,728-28.5% |
| Participation rate | 81.8% | 71.7%+10.1pp | 73.7%+8.0pp | 57.9%+23.9pp |
| Annual return | 12.96% | 12.58%+0.4pp | 590.58%-577.6pp | 49.38%-36.4pp |
| Employer contribution / active EE | $2,107 | $2,837-25.8% | $2,678-21.3% | $2,243-6.1% |
| Participant deferral / active EE | $3,395 | $3,430-1.0% | $3,976-14.6% | $2,729+24.4% |
| Admin fee / account holder | $167 | $238-29.9% | $6,100-97.3% | $1,145-85.4% |