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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 | $92,076+58.5% | $105,608+38.2% | $77,714+87.8% |
| Participation rate | 95.9% | 81.0%+14.9pp | 75.3%+20.6pp | 70.6%+25.3pp |
| Annual return | 14.07% | 17.84%-3.8pp | 116.50%-102.4pp | 31.26%-17.2pp |
| Employer contribution / active EE | $5,396 | $3,370+60.1% | $3,167+70.4% | $2,727+97.9% |
| Participant deferral / active EE | $7,836 | $5,390+45.4% | $5,010+56.4% | $4,649+68.5% |
| Admin fee / account holder | $116 | $219-47.1% | $11,028-98.9% | $433-73.3% |