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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 | $50,919+142.2% | $155,556-20.7% | $77,762+58.6% |
| Participation rate | 96.1% | 63.1%+33.1pp | 78.2%+17.9pp | 70.6%+25.6pp |
| Annual return | 14.61% | 34.84%-20.2pp | 64.84%-50.2pp | 31.27%-16.7pp |
| Employer contribution / active EE | $8,987 | $1,991+351.3% | $4,675+92.2% | $2,728+229.4% |
| Participant deferral / active EE | $5,986 | $2,824+111.9% | $5,631+6.3% | $4,651+28.7% |
| Admin fee / account holder | $45 | $437-89.6% | $15,885-99.7% | $433-89.5% |