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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $50 |
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 | $126,424 | $86,655+45.9% | $119,609+5.7% | $66,914+88.9% |
| Participation rate | 94.7% | 75.6%+19.1pp | 79.3%+15.4pp | 69.8%+24.9pp |
| Annual return | -18.68% | -8.00%-10.7pp | -14.97%-3.7pp | 1.58%-20.3pp |
| Employer contribution / active EE | $2,049 | $2,536-19.2% | $4,232-51.6% | $2,544-19.5% |
| Participant deferral / active EE | $7,711 | $4,358+76.9% | $5,602+37.6% | $4,237+82.0% |
| Admin fee / account holder | $114 | $755-84.9% | $10,323-98.9% | $593-80.8% |