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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $1,865 |
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 | $83,154 | $60,165+38.2% | $74,184+12.1% | $55,167+50.7% |
| Participation rate | 99.0% | 74.2%+24.8pp | 76.6%+22.4pp | 69.0%+30.0pp |
| Annual return | 5.27% | 10.00%-4.7pp | 17.74%-12.5pp | 169.23%-164.0pp |
| Employer contribution / active EE | $3,576 | $1,600+123.5% | $2,370+50.9% | $1,963+82.2% |
| Participant deferral / active EE | $5,700 | $2,973+91.8% | $3,550+60.6% | $3,054+86.6% |
| Admin fee / account holder | $19 | $419-95.5% | $5,586-99.7% | $504-96.2% |