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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $42,210 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,838 | $79,181-14.3% | $102,423-33.8% | $74,429-8.9% |
| Participation rate | 85.4% | 74.8%+10.6pp | 76.5%+8.9pp | 67.2%+18.2pp |
| Annual return | 74.57% | 54.97%+19.6pp | 29.42%+45.1pp | 1368.38%-1293.8pp |
| Employer contribution / active EE | $3,716 | $2,362+57.3% | $3,023+22.9% | $2,625+41.6% |
| Participant deferral / active EE | $7,361 | $4,416+66.7% | $5,054+45.6% | $4,348+69.3% |
| Admin fee / account holder | $273 | $2,002-86.4% | $9,455-97.1% | $1,944-86.0% |