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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 39-1816008 | Other Services | $14,597 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $11,101 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $9,246 |
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 | $65,437 | $57,330+14.1% | $86,656-24.5% | $75,177-13.0% |
| Participation rate | 76.2% | 63.2%+13.0pp | 71.7%+4.5pp | 67.2%+9.0pp |
| Annual return | 9.99% | 2675.40%-2665.4pp | 593.09%-583.1pp | 160.75%-150.8pp |
| Employer contribution / active EE | $1,528 | $2,316-34.0% | $3,025-49.5% | $2,671-42.8% |
| Participant deferral / active EE | $3,306 | $3,320-0.4% | $4,439-25.5% | $4,126-19.9% |
| Admin fee / account holder | $167 | $4,115-95.9% | $5,619-97.0% | $5,651-97.0% |