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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,600 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,041 | $52,353-0.6% | $120,225-56.7% | $82,448-36.9% |
| Participation rate | 97.8% | 58.3%+39.5pp | 69.6%+28.2pp | 68.1%+29.7pp |
| Annual return | 19.44% | 61.85%-42.4pp | 439.23%-419.8pp | 41.64%-22.2pp |
| Employer contribution / active EE | $3,619 | $1,510+139.7% | $3,475+4.1% | $2,551+41.9% |
| Participant deferral / active EE | $4,952 | $2,627+88.5% | $3,999+23.8% | $4,139+19.6% |
| Admin fee / account holder | $13 | $4,363-99.7% | $5,696-99.8% | $7,234-99.8% |