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| Provider | Service type | Compensation |
|---|---|---|
Service code 38 · EIN 35-0145825 | Participant Communication | $21,840 |
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,479 | $65,423-22.8% | $98,477-48.7% | $85,856-41.2% |
| Participation rate | 87.9% | 65.0%+22.9pp | 73.3%+14.6pp | 69.3%+18.6pp |
| Annual return | 10.04% | 21.76%-11.7pp | 1493.59%-1483.5pp | 318.58%-308.5pp |
| Employer contribution / active EE | $2,402 | $2,168+10.8% | $2,961-18.9% | $2,565-6.4% |
| Participant deferral / active EE | $2,913 | $3,167-8.0% | $4,276-31.9% | $3,952-26.3% |
| Admin fee / account holder | $5 | $4,594-99.9% | $5,951-99.9% | $6,261-99.9% |