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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 | $62,166+55.2% | $81,286+18.7% | $74,429+29.7% |
| Participation rate | 98.0% | 64.1%+33.9pp | 69.5%+28.5pp | 67.2%+30.8pp |
| Annual return | 11.01% | 16.50%-5.5pp | 24.80%-13.8pp | 1368.38%-1357.4pp |
| Employer contribution / active EE | $5,215 | $1,881+177.2% | $2,463+111.8% | $2,625+98.7% |
| Participant deferral / active EE | $7,071 | $3,223+119.4% | $3,883+82.1% | $4,348+62.6% |
| Admin fee / account holder | $245 | $1,925-87.3% | $5,764-95.7% | $1,944-87.4% |