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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $36,070 |
Service code 27 · EIN 20-8874282 | Advisory (Plan) | $13,750 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $58,221 | $47,977+21.4% | $154,111-62.2% | $56,287+3.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | -4.97% | 3.54%-8.5pp | 735.18%-740.1pp | -9.96%+5.0pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $283 | $2,392-88.2% | $5,081-94.4% | $3,350-91.6% |
| Admin fee / account holder | $300 | $438-31.6% | $13,411-97.8% | $521-42.5% |