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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $27,340 |
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 | $28,312 | $61,391-53.9% | $149,723-81.1% | $71,529-60.4% |
| Participation rate | 97.1% | 62.5%+34.6pp | 78.8%+18.4pp | 67.9%+29.2pp |
| Annual return | 20.84% | 35.88%-15.0pp | 134.50%-113.7pp | 28.97%-8.1pp |
| Employer contribution / active EE | $2,821 | $2,384+18.4% | $4,821-41.5% | $2,590+8.9% |
| Participant deferral / active EE | $0 | $2,921-100.0% | $5,682-100.0% | $4,291-100.0% |
| Admin fee / account holder | $194 | $1,264-84.7% | $13,215-98.5% | $1,588-87.8% |