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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $4,143 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,858 | $65,557-85.0% | $105,738-90.7% | $56,287-82.5% |
| Participation rate | 98.4% | 63.4%+35.0pp | 76.3%+22.1pp | 69.9%+28.5pp |
| Annual return | 40.02% | -1.32%+41.3pp | 6.27%+33.7pp | -9.96%+50.0pp |
| Employer contribution / active EE | $2,166 | $1,788+21.1% | $3,268-33.7% | $2,111+2.6% |
| Participant deferral / active EE | $3,213 | $2,418+32.9% | $4,080-21.2% | $3,350-4.1% |
| Admin fee / account holder | $32 | $561-94.4% | $6,913-99.5% | $521-93.9% |