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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $21,529 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $11,260 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,289 | $62,177-43.2% | $81,370-56.6% | $74,478-52.6% |
| Participation rate | 76.7% | 64.1%+12.7pp | 69.5%+7.2pp | 67.2%+9.5pp |
| Annual return | 17.54% | 16.62%+0.9pp | 24.85%-7.3pp | 1370.56%-1353.0pp |
| Employer contribution / active EE | $885 | $1,881-53.0% | $2,464-64.1% | $2,626-66.3% |
| Participant deferral / active EE | $2,384 | $3,219-25.9% | $3,885-38.6% | $4,350-45.2% |
| Admin fee / account holder | $196 | $1,927-89.8% | $5,749-96.6% | $1,946-89.9% |