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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 31-1764742 | Plan Administrator | $98,825 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $60,327 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,603 | $106,236-66.5% | $112,258-68.3% | $64,814-45.1% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.1%+24.9pp | 71.5%+28.5pp |
| Annual return | -17.13% | -6.02%-11.1pp | 27.47%-44.6pp | 32.84%-50.0pp |
| Employer contribution / active EE | $5,370 | $3,166+69.6% | $3,636+47.7% | $2,507+114.2% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,728-100.0% | $4,310-100.0% |
| Admin fee / account holder | $192 | $452-57.5% | $6,411-97.0% | $188+2.2% |