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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $7,496 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,318 | $50,820+142.7% | $155,567-20.7% | $77,671+58.8% |
| Participation rate | 96.1% | 63.1%+33.0pp | 78.2%+17.9pp | 70.6%+25.6pp |
| Annual return | 14.61% | 34.85%-20.2pp | 64.74%-50.1pp | 31.21%-16.6pp |
| Employer contribution / active EE | $8,987 | $1,993+351.0% | $4,674+92.3% | $2,726+229.6% |
| Participant deferral / active EE | $5,986 | $2,823+112.0% | $5,628+6.4% | $4,648+28.8% |
| Admin fee / account holder | $45 | $436-89.6% | $15,916-99.7% | $430-89.5% |