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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 41-0417830 | Contract Administrator | $2,030 |
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 | $146,907 | $54,757+168.3% | $90,304+62.7% | $72,975+101.3% |
| Participation rate | 95.7% | 65.2%+30.6pp | 73.3%+22.5pp | 69.5%+26.3pp |
| Annual return | 23.01% | 30.63%-7.6pp | 78.13%-55.1pp | 81.01%-58.0pp |
| Employer contribution / active EE | $4,911 | $2,093+134.6% | $2,855+72.0% | $2,440+101.3% |
| Participant deferral / active EE | $7,622 | $2,887+164.0% | $3,885+96.2% | $3,608+111.3% |
| Admin fee / account holder | $16 | $3,973-99.6% | $5,354-99.7% | $5,124-99.7% |