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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $84,489 |
Service code 49 · EIN 36-4430093 | Other Services | $25,000 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,253 | $91,394+17.4% | $130,026-17.5% | $74,440+44.1% |
| Participation rate | 95.1% | 77.8%+17.3pp | 78.5%+16.6pp | 70.7%+24.3pp |
| Annual return | 16.03% | 23.20%-7.2pp | -137.26%+153.3pp | 34.37%-18.3pp |
| Employer contribution / active EE | $3,950 | $2,565+54.0% | $4,321-8.6% | $2,638+49.7% |
| Participant deferral / active EE | $8,391 | $4,721+77.7% | $5,821+44.2% | $4,529+85.3% |
| Admin fee / account holder | $142 | $284-49.8% | $10,608-98.7% | $348-59.1% |