Filed March 31, 2026
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $21,215 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,070 | $76,050-25.0% | $96,544-40.9% | $71,457-20.1% |
| Participation rate | 93.7% | 74.4%+19.3pp | 76.0%+17.7pp | 67.9%+25.8pp |
| Annual return | 5.38% | 22.81%-17.4pp | 25.84%-20.5pp | 28.85%-23.5pp |
| Employer contribution / active EE | $1,392 | $2,244-38.0% | $2,965-53.1% | $2,588-46.2% |
| Participant deferral / active EE | $4,283 | $4,215+1.6% | $4,851-11.7% | $4,289-0.1% |
| Admin fee / account holder | $127 | $2,707-95.3% | $8,252-98.5% | $1,587-92.0% |