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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $99,495 |
Service code 27 · EIN 20-8874282 | Advisory (Plan) | $41,250 |
Employer contribution per participant 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 | $28,240 | $45,382-37.8% | $154,108-81.7% | $75,289-62.5% |
| Participation rate | 100.0% | 65.9%+34.1pp | 83.0%+17.0pp | 72.4%+27.6pp |
| Annual return | -4.58% | -0.47%-4.1pp | 735.21%-739.8pp | -0.04%-4.5pp |
| Employer contribution / active EE | $3 | $1,533-99.8% | $5,298-99.9% | $2,405-99.9% |
| Participant deferral / active EE | $4,011 | $2,384+68.2% | $5,081-21.1% | $3,739+7.3% |
| Admin fee / account holder | $128 | $89+42.9% | $13,411-99.0% | $102+24.8% |