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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,636 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,577 | $58,093-76.6% | $80,022-83.0% | $56,289-75.9% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.8%+24.2pp | 69.9%+30.1pp |
| Annual return | -3.15% | 34.63%-37.8pp | 11.22%-14.4pp | -9.96%+6.8pp |
| Employer contribution / active EE | $2,461 | $1,933+27.3% | $2,468-0.3% | $2,111+16.6% |
| Participant deferral / active EE | $4,190 | $3,136+33.6% | $3,686+13.7% | $3,350+25.1% |
| Admin fee / account holder | $29 | $623-95.3% | $6,521-99.5% | $521-94.4% |