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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $2,710 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $60,143 | $60,1650% | $74,184-18.9% | $55,167+9.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 3.46% | 10.00%-6.5pp | 17.74%-14.3pp | 169.23%-165.8pp |
| Employer contribution / active EE | $2,291 | $1,600+43.2% | $2,370-3.3% | $1,963+16.7% |
| Participant deferral / active EE | $1,664 | $2,973-44.0% | $3,550-53.1% | $3,054-45.5% |
| Admin fee / account holder | $19 | $419-95.5% | $5,586-99.7% | $504-96.3% |