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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 | $50,902-51.7% | $155,534-84.2% | $77,736-68.4% |
| Participation rate | 98.3% | 63.1%+35.2pp | 78.2%+20.0pp | 70.6%+27.7pp |
| Annual return | 14.73% | 34.85%-20.1pp | 64.92%-50.2pp | 31.26%-16.5pp |
| Employer contribution / active EE | $1,961 | $1,991-1.5% | $4,675-58.0% | $2,728-28.1% |
| Participant deferral / active EE | $3,707 | $2,824+31.3% | $5,630-34.2% | $4,651-20.3% |
| Admin fee / account holder | $48 | $437-89.0% | $15,900-99.7% | $433-88.9% |