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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 | $92,071-17.6% | $63,803+18.9% | $71,012+6.8% |
| Participation rate | 97.0% | 73.7%+23.4pp | 72.7%+24.3pp | 58.6%+38.5pp |
| Annual return | 11.38% | 13.14%-1.8pp | 543.72%-532.3pp | 37.67%-26.3pp |
| Employer contribution / active EE | $1,934 | $3,085-37.3% | $2,532-23.6% | $2,348-17.6% |
| Participant deferral / active EE | $2,653 | $3,765-29.5% | $3,843-31.0% | $3,246-18.3% |
| Admin fee / account holder | $8 | $227-96.3% | $5,196-99.8% | $1,167-99.3% |