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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $9,370 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,613 | $49,471-86.6% | $79,583-91.7% | $66,949-90.1% |
| Participation rate | 75.6% | 61.4%+14.3pp | 69.5%+6.1pp | 69.8%+5.8pp |
| Annual return | -22.14% | 84.30%-106.4pp | 0.16%-22.3pp | 1.57%-23.7pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,414-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $2,274 | $3,160-28.0% | $3,986-42.9% | $4,239-46.3% |
| Admin fee / account holder | $105 | $595-82.4% | $6,835-98.5% | $594-82.3% |