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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 45-3764090 | Advisory (Participants) | $41,896 |
Filed as: BENEFIT PLANS ADMINISTRATIVE SVCS Service code 13 · EIN 16-1065416 | Contract Administrator | $29,942 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,106 | $47,163+27.4% | $149,696-59.8% | $74,460-19.3% |
| Participation rate | 86.6% | 63.4%+23.2pp | 78.8%+7.8pp | 70.7%+15.8pp |
| Annual return | 20.35% | 22.75%-2.4pp | 134.46%-114.1pp | 34.38%-14.0pp |
| Employer contribution / active EE | $2,095 | $1,907+9.9% | $4,821-56.5% | $2,638-20.6% |
| Participant deferral / active EE | $3,823 | $2,730+40.0% | $5,682-32.7% | $4,530-15.6% |
| Admin fee / account holder | $168 | $343-51.1% | $13,212-98.7% | $348-51.7% |