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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $20,652 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,561 | $50,860-51.7% | $155,574-84.2% | $77,714-68.4% |
| Participation rate | 98.3% | 63.1%+35.1pp | 78.2%+20.0pp | 70.6%+27.7pp |
| Annual return | 14.73% | 34.86%-20.1pp | 64.87%-50.1pp | 31.26%-16.5pp |
| Employer contribution / active EE | $1,961 | $1,991-1.5% | $4,676-58.0% | $2,727-28.1% |
| Participant deferral / active EE | $3,707 | $2,825+31.2% | $5,629-34.1% | $4,649-20.3% |
| Admin fee / account holder | $48 | $436-89.0% | $15,914-99.7% | $433-88.9% |