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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,675 |
Annual investment return 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 | $161,059 | $80,781+99.4% | $102,437+57.2% | $74,478+116.3% |
| Participation rate | 87.3% | 65.7%+21.6pp | 74.5%+12.8pp | 67.2%+20.1pp |
| Annual return | 9.38% | 27.58%-18.2pp | 24.95%-15.6pp | 1370.56%-1361.2pp |
| Employer contribution / active EE | $3,803 | $3,160+20.3% | $3,871-1.8% | $2,626+44.8% |
| Participant deferral / active EE | $7,081 | $3,862+83.4% | $5,060+39.9% | $4,350+62.8% |
| Admin fee / account holder | $15 | $2,372-99.4% | $8,388-99.8% | $1,946-99.3% |