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| Provider | Service type | Compensation |
|---|---|---|
PLAN INTEGRITY PARTNERS, LLC3 years Service code 13 · EIN 88-4096467 50 LAKESIDE AVENUE, #5 · BURLINGTON, VT 05404 | Contract Administrator | $10,183 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,131 | $68,868+179.0% | $183,328+4.8% | $67,986+182.6% |
| Participation rate | 88.1% | 57.0%+31.1pp | 77.3%+10.8pp | 57.2%+30.9pp |
| Annual return | 12.82% | 28.80%-16.0pp | 29.67%-16.9pp | 31.67%-18.8pp |
| Employer contribution / active EE | $5,111 | $2,917+75.2% | $5,055+1.1% | $2,019+153.2% |
| Participant deferral / active EE | $7,178 | $4,364+64.5% | $6,795+5.6% | $3,358+113.8% |
| Admin fee / account holder | $81 | $3,805-97.9% | $21,427-99.6% | $3,203-97.5% |