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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $99,207 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,970 | $92,186+58.3% | $105,624+38.2% | $77,762+87.7% |
| Participation rate | 95.9% | 81.0%+14.8pp | 75.3%+20.6pp | 70.6%+25.3pp |
| Annual return | 14.07% | 17.83%-3.8pp | 116.20%-102.1pp | 31.27%-17.2pp |
| Employer contribution / active EE | $5,396 | $3,376+59.9% | $3,168+70.4% | $2,728+97.8% |
| Participant deferral / active EE | $7,836 | $5,395+45.2% | $5,013+56.3% | $4,651+68.5% |
| Admin fee / account holder | $116 | $219-47.1% | $10,961-98.9% | $433-73.2% |