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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $2,050 |
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 | $64,144 | $64,909-1.2% | $82,312-22.1% | $62,293+3.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 8.02% | 21.18%-13.2pp | 25.88%-17.9pp | 28.90%-20.9pp |
| Employer contribution / active EE | $2,725 | $1,676+62.6% | $2,428+12.2% | $2,042+33.4% |
| Participant deferral / active EE | $2,188 | $3,103-29.5% | $3,706-41.0% | $3,169-31.0% |
| Admin fee / account holder | $14 | $440-96.9% | $5,608-99.8% | $479-97.2% |