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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 41-0417830 | Contract Administrator | $5,737 |
Annual investment return 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 | $71,927 | $104,497-31.2% | $159,487-54.9% | $79,389-9.4% |
| Participation rate | 83.3% | 76.6%+6.7pp | 82.8%+0.5pp | 70.7%+12.6pp |
| Annual return | 11.73% | 67.98%-56.2pp | 263.71%-252.0pp | 116.89%-105.2pp |
| Employer contribution / active EE | $3,330 | $3,418-2.6% | $4,831-31.1% | $2,428+37.2% |
| Participant deferral / active EE | $6,963 | $6,468+7.6% | $7,354-5.3% | $4,046+72.1% |
| Admin fee / account holder | $41 | $711-94.2% | $10,804-99.6% | $626-93.5% |