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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $22,994 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,081 | $89,652-58.6% | $141,162-73.7% | $65,185-43.1% |
| Participation rate | 92.8% | 74.7%+18.1pp | 82.5%+10.3pp | 70.2%+22.6pp |
| Annual return | 24.45% | 32.79%-8.3pp | 71.39%-46.9pp | 29.38%-4.9pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,735-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $5,390 | $5,691-5.3% | $6,709-19.7% | $3,514+53.4% |
| Admin fee / account holder | $149 | $569-73.7% | $10,261-98.5% | $847-82.4% |