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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 20-3886993 | Other Services | $6,500 |
Service code 13 · EIN 35-1140070 | Contract Administrator | $597 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,864 | $93,351-18.7% | $62,929+20.6% | $79,634-4.7% |
| Participation rate | 97.0% | 74.6%+22.4pp | 73.1%+23.9pp | 62.5%+34.6pp |
| Annual return | 11.38% | 14.37%-3.0pp | 1063.93%-1052.5pp | 36.46%-25.1pp |
| Employer contribution / active EE | $1,934 | $3,135-38.3% | $2,505-22.8% | $2,529-23.5% |
| Participant deferral / active EE | $2,653 | $3,921-32.3% | $3,888-31.8% | $3,835-30.8% |
| Admin fee / account holder | $8 | $229-96.3% | $5,065-99.8% | $1,002-99.2% |