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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $9,167 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,728 | $53,546-23.9% | $69,884-41.7% | $68,486-40.5% |
| Participation rate | 79.4% | 64.5%+14.9pp | 70.5%+8.9pp | 67.9%+11.5pp |
| Annual return | -16.29% | -13.87%-2.4pp | 190.81%-207.1pp | -7.85%-8.4pp |
| Employer contribution / active EE | $1,970 | $2,019-2.4% | $2,560-23.0% | $2,597-24.1% |
| Participant deferral / active EE | $3,374 | $2,957+14.1% | $3,848-12.3% | $4,028-16.2% |
| Admin fee / account holder | $95 | $4,693-98.0% | $6,266-98.5% | $5,404-98.3% |