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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $207,317 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,677 | $110,258-28.6% | $102,460-23.2% | $200,096-60.7% |
| Participation rate | 77.2% | 86.3%-9.1pp | 76.5%+0.7pp | 72.0%+5.2pp |
| Annual return | 13.98% | 35.78%-21.8pp | 29.47%-15.5pp | 34.26%-20.3pp |
| Employer contribution / active EE | $1,667 | $3,605-53.7% | $3,025-44.9% | $3,038-45.1% |
| Participant deferral / active EE | $2,714 | $6,377-57.4% | $5,056-46.3% | $5,090-46.7% |
| Admin fee / account holder | $91 | $122-25.9% | $9,460-99.0% | $269-66.4% |