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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $33,577 |
Service code 27 · EIN 81-0635433 | Advisory (Plan) | $5,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,017 | $55,470-40.5% | $155,556-78.8% | $74,478-55.7% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 17.18% | 269.80%-252.6pp | 64.84%-47.7pp | 1370.56%-1353.4pp |
| Employer contribution / active EE | $2,785 | $2,267+22.8% | $4,675-40.4% | $2,626+6.0% |
| Participant deferral / active EE | $0 | $2,838-100.0% | $5,631-100.0% | $4,350-100.0% |
| Admin fee / account holder | $233 | $1,744-86.6% | $15,885-98.5% | $1,946-88.0% |