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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 41-0417830 | Contract Administrator | $8,516 |
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 | $14,150 | $155,795-90.9% | $136,298-89.6% | $69,631-79.7% |
| Participation rate | 86.2% | 75.2%+10.9pp | 81.9%+4.2pp | 70.7%+15.5pp |
| Annual return | 24.07% | 232464.33%-232440.3pp | 5156.27%-5132.2pp | 27571.02%-27546.9pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $4,696-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $3,724 | $5,394-31.0% | $6,247-40.4% | $3,224+15.5% |
| Admin fee / account holder | $11 | $128-91.1% | $9,244-99.9% | $110-89.7% |