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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 | $106,164-39.4% | $147,041-56.2% | $77,692-17.2% |
| Participation rate | 90.2% | 78.4%+11.8pp | 82.2%+8.0pp | 70.6%+19.6pp |
| Annual return | 19.30% | 56.81%-37.5pp | 419.21%-399.9pp | 31.25%-12.0pp |
| Employer contribution / active EE | $4,346 | $4,066+6.9% | $4,935-11.9% | $2,726+59.4% |
| Participant deferral / active EE | $8,855 | $7,993+10.8% | $8,071+9.7% | $4,648+90.5% |
| Admin fee / account holder | $188 | $338-44.4% | $13,006-98.6% | $431-56.3% |