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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $8,040 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,297 | $58,895-53.7% | $178,503-84.7% | $73,497-62.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 17.40% | 24.86%-7.5pp | 151.12%-133.7pp | 28.51%-11.1pp |
| Employer contribution / active EE | $1,088 | $2,236-51.3% | $5,011-78.3% | $2,270-52.1% |
| Participant deferral / active EE | $2,161 | $2,567-15.8% | $5,202-58.5% | $3,740-42.2% |
| Admin fee / account holder | $32 | $400-91.9% | $13,987-99.8% | $513-93.7% |