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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $5,937 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,119 | $32,425-68.8% | $74,577-86.4% | $55,167-81.7% |
| Participation rate | 82.4% | 54.0%+28.4pp | 68.1%+14.2pp | 69.0%+13.4pp |
| Annual return | 3.44% | 10.63%-7.2pp | 20.47%-17.0pp | 169.23%-165.8pp |
| Employer contribution / active EE | $601 | $1,043-42.4% | $2,525-76.2% | $1,963-69.4% |
| Participant deferral / active EE | $1,613 | $1,995-19.2% | $3,458-53.4% | $3,054-47.2% |
| Admin fee / account holder | $48 | $748-93.6% | $4,138-98.8% | $504-90.4% |