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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,412 | $105,210-0.8% | $159,487-34.5% | $85,851+21.6% |
| Participation rate | 99.0% | 75.8%+23.2pp | 82.8%+16.1pp | 69.3%+29.7pp |
| Annual return | 5.28% | 45.08%-39.8pp | 263.71%-258.4pp | 318.63%-313.4pp |
| Employer contribution / active EE | $7,054 | $3,319+112.5% | $4,831+46.0% | $2,565+175.0% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,354-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $6,934-100.0% | $10,804-100.0% | $6,261-100.0% |