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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $5,932 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,569 | $62,132-84.6% | $185,861-94.9% | $73,497-87.0% |
| Participation rate | 88.0% | 67.8%+20.1pp | 78.0%+9.9pp | 70.7%+17.3pp |
| Annual return | 18.38% | 20.44%-2.1pp | 35.96%-17.6pp | 28.51%-10.1pp |
| Employer contribution / active EE | $1,030 | $1,681-38.7% | $4,088-74.8% | $2,270-54.6% |
| Participant deferral / active EE | $3,063 | $3,711-17.5% | $5,634-45.6% | $3,740-18.1% |
| Admin fee / account holder | $51 | $419-87.9% | $9,503-99.5% | $513-90.1% |