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| Provider | Service type | Compensation |
|---|---|---|
ADMINISTRATION SERVICES INC.4+ years Service code 13 · EIN 05-0345198 | Contract Administrator | $14,112 |
WARD FISHER & COMPANY2 years Filed as: WARD FISHER & CO Service code 10 · EIN 05-6016572 | Accounting | $10,250 |
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 | $75,414 | $47,922+57.4% | $75,900-0.6% | $65,186+15.7% |
| Participation rate | 100.0% | 63.0%+37.0pp | 69.3%+30.7pp | 70.2%+29.8pp |
| Annual return | 1.50% | 24.12%-22.6pp | 30.73%-29.2pp | 29.39%-27.9pp |
| Employer contribution / active EE | $8,442 | $1,557+442.1% | $2,501+237.5% | $2,177+287.8% |
| Participant deferral / active EE | $0 | $2,550-100.0% | $3,604-100.0% | $3,514-100.0% |
| Admin fee / account holder | $215 | $532-59.6% | $5,421-96.0% | $847-74.7% |