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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $235,288 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $51,500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,361 | $106,264-39.4% | $147,117-56.3% | $77,762-17.2% |
| Participation rate | 90.2% | 78.4%+11.8pp | 82.2%+8.0pp | 70.6%+19.6pp |
| Annual return | 19.30% | 56.94%-37.6pp | 420.54%-401.2pp | 31.27%-12.0pp |
| Employer contribution / active EE | $4,346 | $4,074+6.7% | $4,932-11.9% | $2,728+59.3% |
| Participant deferral / active EE | $8,855 | $8,003+10.6% | $8,065+9.8% | $4,651+90.4% |
| Admin fee / account holder | $188 | $334-43.8% | $12,993-98.6% | $433-56.6% |