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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $15,576 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,470 | $47,977-80.3% | $154,111-93.9% | $56,287-83.2% |
| Participation rate | 76.3% | 66.2%+10.1pp | 83.0%-6.7pp | 69.9%+6.4pp |
| Annual return | -6.04% | 3.54%-9.6pp | 735.18%-741.2pp | -9.96%+3.9pp |
| Employer contribution / active EE | $613 | $2,169-71.7% | $5,298-88.4% | $2,111-70.9% |
| Participant deferral / active EE | $741 | $2,392-69.0% | $5,081-85.4% | $3,350-77.9% |
| Admin fee / account holder | $78 | $438-82.1% | $13,411-99.4% | $521-85.0% |