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| Provider | Service type | Compensation |
|---|---|---|
ADMINISTRATION SERVICES INC.7+ years Service code 13 · EIN 05-0345198 | Contract Administrator | $14,112 |
WARD FISHER & COMPANY3 years Filed as: WARD FISHER & CO. Service code 10 · EIN 05-0234540 | Accounting | $12,800 |
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 | $102,516 | $63,471+61.5% | $68,803+49.0% | $66,949+53.1% |
| Participation rate | 100.0% | 60.0%+40.0pp | 69.0%+31.0pp | 69.8%+30.2pp |
| Annual return | -21.16% | -8.29%-12.9pp | -6.37%-14.8pp | 1.57%-22.7pp |
| Employer contribution / active EE | $7,791 | $1,776+338.7% | $2,656+193.3% | $2,545+206.1% |
| Participant deferral / active EE | $0 | $2,946-100.0% | $3,942-100.0% | $4,239-100.0% |
| Admin fee / account holder | $266 | $578-54.0% | $4,936-94.6% | $594-55.2% |