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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,632 | $52,303-83.5% | $178,510-95.2% | $73,415-88.2% |
| Participation rate | 81.8% | 65.3%+16.5pp | 81.9%-0.1pp | 72.2%+9.6pp |
| Annual return | 0.00% | 34.76%-34.8pp | 151.13%-151.1pp | 59.30%-59.3pp |
| Employer contribution / active EE | $0 | $1,737-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $4,105 | $2,334+75.9% | $5,202-21.1% | $3,806+7.9% |
| Admin fee / account holder | $0 | $127-100.0% | $13,988-100.0% | $158-100.0% |