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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $104,980 |
Service code 27 · EIN 20-8874282 | Advisory (Plan) | $45,000 |
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 | $31,940 | $47,456-32.7% | $172,753-81.5% | $77,775-58.9% |
| Participation rate | 100.0% | 66.3%+33.7pp | 82.6%+17.4pp | 73.2%+26.8pp |
| Annual return | 22.07% | 35.57%-13.5pp | 803.00%-780.9pp | 32.58%-10.5pp |
| Employer contribution / active EE | $961 | $1,574-39.0% | $5,144-81.3% | $2,504-61.6% |
| Participant deferral / active EE | $4,234 | $2,560+65.4% | $5,198-18.5% | $3,966+6.8% |
| Admin fee / account holder | $92 | $81+13.9% | $13,956-99.3% | $100-8.0% |