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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $25,350 |
Service code 27 · EIN 81-0635433 | Advisory (Plan) | $5,000 |
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 | $26,519 | $65,125-59.3% | $143,797-81.6% | $66,949-60.4% |
| Participation rate | 95.0% | 65.2%+29.8pp | 80.3%+14.7pp | 69.8%+25.2pp |
| Annual return | -21.23% | -11.13%-10.1pp | -0.04%-21.2pp | 1.57%-22.8pp |
| Employer contribution / active EE | $2,224 | $2,362-5.8% | $4,952-55.1% | $2,545-12.6% |
| Participant deferral / active EE | $0 | $2,920-100.0% | $5,638-100.0% | $4,239-100.0% |
| Admin fee / account holder | $213 | $503-57.6% | $14,679-98.5% | $594-64.1% |