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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $16,931 |
Service code 27 · EIN 75-3204798 | Advisory (Plan) | $9,839 |
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 | $16,410 | $76,371-78.5% | $93,621-82.5% | $72,976-77.5% |
| Participation rate | 100.0% | 71.8%+28.2pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 19.22% | 25.82%-6.6pp | 32.76%-13.5pp | 81.02%-61.8pp |
| Employer contribution / active EE | $3,224 | $2,276+41.7% | $2,719+18.6% | $2,440+32.1% |
| Participant deferral / active EE | $4,932 | $3,538+39.4% | $4,070+21.2% | $3,608+36.7% |
| Admin fee / account holder | $168 | $6,839-97.5% | $7,890-97.9% | $5,124-96.7% |