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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $15,201 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,586 | $46,292-36.1% | $143,757-79.4% | $64,808-54.3% |
| Participation rate | 85.5% | 64.2%+21.3pp | 80.3%+5.2pp | 71.5%+14.0pp |
| Annual return | -17.34% | -10.05%-7.3pp | -0.04%-17.3pp | 32.82%-50.2pp |
| Employer contribution / active EE | $2,164 | $1,910+13.3% | $4,951-56.3% | $2,506-13.6% |
| Participant deferral / active EE | $12,641 | $2,646+377.8% | $5,637+124.3% | $4,310+193.3% |
| Admin fee / account holder | $35 | $154-77.4% | $14,673-99.8% | $188-81.5% |