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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $248,694 |
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 | $59,179 | $130,052-54.5% | $86,698-31.7% | $77,906-24.0% |
| Participation rate | 83.2% | 85.9%-2.7pp | 76.6%+6.7pp | 73.7%+9.6pp |
| Annual return | -16.52% | -12.73%-3.8pp | 35.95%-52.5pp | 12.16%-28.7pp |
| Employer contribution / active EE | $1,709 | $3,214-46.8% | $2,837-39.7% | $2,846-39.9% |
| Participant deferral / active EE | $2,826 | $5,741-50.8% | $4,656-39.3% | $4,805-41.2% |
| Admin fee / account holder | $102 | $132-22.6% | $7,493-98.6% | $133-23.0% |