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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $57,012 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $42,282 |
Service code 13 · EIN 20-4780677 | Contract Administrator | $17,455 |
Employer contribution per participant 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 | $27,618 | $46,332-40.4% | $143,799-80.8% | $64,819-57.4% |
| Participation rate | 74.9% | 64.2%+10.6pp | 80.3%-5.4pp | 71.5%+3.4pp |
| Annual return | -15.18% | -10.05%-5.1pp | -0.04%-15.1pp | 32.84%-48.0pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,952-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $3,572 | $2,647+34.9% | $5,638-36.7% | $4,311-17.2% |
| Admin fee / account holder | $214 | $154+38.8% | $14,677-98.5% | $188+13.7% |