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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 20-1694816 | Contract Administrator | $6,866 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,343 | $60,165-71.2% | $74,184-76.6% | $55,167-68.6% |
| Participation rate | 90.4% | 74.2%+16.2pp | 76.6%+13.8pp | 69.0%+21.4pp |
| Annual return | 3.96% | 10.00%-6.0pp | 17.74%-13.8pp | 169.23%-165.3pp |
| Employer contribution / active EE | $1,482 | $1,600-7.4% | $2,370-37.5% | $1,963-24.5% |
| Participant deferral / active EE | $2,023 | $2,973-32.0% | $3,550-43.0% | $3,054-33.8% |
| Admin fee / account holder | $60 | $419-85.6% | $5,586-98.9% | $504-88.0% |