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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $6,574 |
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 | $60,114 | $65,378-8.1% | $87,103-31.0% | $65,186-7.8% |
| Participation rate | 100.0% | 75.3%+24.7pp | 76.9%+23.1pp | 70.2%+29.8pp |
| Annual return | 12.73% | 31.28%-18.5pp | 28.19%-15.5pp | 29.39%-16.7pp |
| Employer contribution / active EE | $2,520 | $1,823+38.3% | $2,521-0.1% | $2,177+15.8% |
| Participant deferral / active EE | $2,222 | $3,389-34.4% | $4,049-45.1% | $3,514-36.8% |
| Admin fee / account holder | $34 | $520-93.5% | $7,491-99.6% | $847-96.0% |