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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $60,622 |
Filed as: INVESTMENT RESEARCH Service code 27 · EIN 32-0438196 | Advisory (Plan) | $30,546 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,505 | $62,146+55.3% | $81,438+18.5% | $74,546+29.5% |
| Participation rate | 98.0% | 64.1%+33.9pp | 69.5%+28.5pp | 67.2%+30.8pp |
| Annual return | 11.01% | 16.49%-5.5pp | 24.74%-13.7pp | 1366.03%-1355.0pp |
| Employer contribution / active EE | $5,215 | $1,883+177.0% | $2,460+112.0% | $2,624+98.7% |
| Participant deferral / active EE | $7,071 | $3,229+119.0% | $3,883+82.1% | $4,347+62.6% |
| Admin fee / account holder | $245 | $1,922-87.2% | $5,764-95.7% | $1,944-87.4% |