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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 45-3764090 | Advisory (Participants) | $56,050 |
Filed as: BENEFIT PLANS ADMINISTRATIVE SVCS Service code 13 · EIN 16-1065416 | Contract Administrator | $25,107 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,087 | $46,332+18.9% | $143,799-61.7% | $64,819-15.0% |
| Participation rate | 80.7% | 64.2%+16.5pp | 80.3%+0.4pp | 71.5%+9.3pp |
| Annual return | -18.77% | -10.05%-8.7pp | -0.04%-18.7pp | 32.84%-51.6pp |
| Employer contribution / active EE | $1,933 | $1,911+1.1% | $4,952-61.0% | $2,507-22.9% |
| Participant deferral / active EE | $3,705 | $2,647+39.9% | $5,638-34.3% | $4,311-14.1% |
| Admin fee / account holder | $211 | $154+37.4% | $14,677-98.6% | $188+12.5% |