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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $237,921 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,580 | $92,121+41.7% | $105,591+23.7% | $77,692+68.1% |
| Participation rate | 97.0% | 81.0%+16.0pp | 75.3%+21.7pp | 70.6%+26.4pp |
| Annual return | 14.52% | 17.84%-3.3pp | 116.43%-101.9pp | 31.25%-16.7pp |
| Employer contribution / active EE | $8,808 | $3,370+161.4% | $3,166+178.2% | $2,726+223.1% |
| Participant deferral / active EE | $26,439 | $5,388+390.7% | $5,008+427.9% | $4,648+468.8% |
| Admin fee / account holder | $153 | $219-30.2% | $11,024-98.6% | $431-64.4% |