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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $20,266 |
Service code 27 · EIN 75-3204798 | Advisory (Plan) | $10,846 |
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 | $21,374 | $81,208-73.7% | $98,920-78.4% | $79,856-73.2% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 12.50% | 60.99%-48.5pp | 196.47%-184.0pp | 31.71%-19.2pp |
| Employer contribution / active EE | $2,884 | $1,960+47.2% | $2,689+7.2% | $2,471+16.7% |
| Participant deferral / active EE | $4,339 | $3,265+32.9% | $4,245+2.2% | $3,741+16.0% |
| Admin fee / account holder | $230 | $6,013-96.2% | $6,643-96.5% | $5,306-95.7% |