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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $106,232 |
Service code 27 · EIN 45-3679779 | Advisory (Plan) | $29,389 |
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 | $51,513 | $56,551-8.9% | $185,854-72.3% | $86,828-40.7% |
| Participation rate | 100.0% | 65.5%+34.5pp | 81.7%+18.3pp | 72.3%+27.7pp |
| Annual return | 12.24% | 118.23%-106.0pp | 122.12%-109.9pp | 97.95%-85.7pp |
| Employer contribution / active EE | $0 | $1,845-100.0% | $5,169-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $5,921 | $2,556+131.7% | $5,569+6.3% | $4,132+43.3% |
| Admin fee / account holder | $95 | $150-36.6% | $16,246-99.4% | $170-44.0% |