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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 41-0417830 | Contract Administrator | $11,509 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,210 | $65,367-85.9% | $92,915-90.1% | $72,976-87.4% |
| Participation rate | 90.7% | 68.3%+22.4pp | 76.0%+14.7pp | 69.5%+21.2pp |
| Annual return | 17.74% | 42.11%-24.4pp | 109.45%-91.7pp | 81.02%-63.3pp |
| Employer contribution / active EE | $2,689 | $2,594+3.7% | $3,653-26.4% | $2,440+10.2% |
| Participant deferral / active EE | $490 | $3,128-84.3% | $4,238-88.4% | $3,608-86.4% |
| Admin fee / account holder | $63 | $4,251-98.5% | $5,796-98.9% | $5,124-98.8% |