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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $4,173 |
Annual investment return 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 | $19,892 | $37,196-46.5% | $154,108-87.1% | $55,725-64.3% |
| Participation rate | 100.0% | 64.1%+35.9pp | 83.0%+17.0pp | 70.9%+29.1pp |
| Annual return | -6.59% | 1319.68%-1326.3pp | 735.21%-741.8pp | 244.93%-251.5pp |
| Employer contribution / active EE | $1,416 | $1,614-12.3% | $5,298-73.3% | $2,078-31.9% |
| Participant deferral / active EE | $1,880 | $2,068-9.1% | $5,081-63.0% | $3,356-44.0% |
| Admin fee / account holder | $11 | $102-89.1% | $13,411-99.9% | $115-90.4% |