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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 62-1038805 7639 LEESBURG PIKE · FALLS CHURCH, VA 22043 | Contract Administrator | $13,708 |
AMERICAN FUNDS5+ years Service code 15 12711 N. MERIDIAN ST · CARMEL, IN 46032 | Recordkeeping | $4,133 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,306 | $58,655+16.5% | $91,994-25.8% | $65,185+4.8% |
| Participation rate | 98.6% | 75.3%+23.3pp | 78.6%+19.9pp | 70.2%+28.4pp |
| Annual return | 23.24% | 33.92%-10.7pp | 69.04%-45.8pp | 29.38%-6.1pp |
| Employer contribution / active EE | $9,260 | $2,080+345.1% | $3,453+168.2% | $2,177+325.4% |
| Participant deferral / active EE | $5,720 | $5,474+4.5% | $5,924-3.4% | $3,514+62.8% |
| Admin fee / account holder | $47 | $434-89.2% | $7,744-99.4% | $847-94.4% |