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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 82-0759826 | Advisory (Plan) | $17,606 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $9,231 |
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,091 | $80,985-17.2% | $96,576-30.5% | $75,181-10.8% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 8.02% | 27.05%-19.0pp | 25.87%-17.9pp | 160.69%-152.7pp |
| Employer contribution / active EE | $2,661 | $2,282+16.6% | $2,965-10.3% | $2,671-0.4% |
| Participant deferral / active EE | $5,752 | $3,929+46.4% | $4,851+18.6% | $4,126+39.4% |
| Admin fee / account holder | $258 | $6,719-96.2% | $8,253-96.9% | $5,650-95.4% |