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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $37,009 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,110 | $98,547-64.4% | $216,567-83.8% | $69,733-49.7% |
| Participation rate | 100.0% | 68.4%+31.6pp | 81.6%+18.4pp | 62.5%+37.5pp |
| Annual return | 7.57% | 14.25%-6.7pp | 12.94%-5.4pp | 15.22%-7.6pp |
| Employer contribution / active EE | $1,909 | $2,660-28.3% | $5,216-63.4% | $2,250-15.2% |
| Participant deferral / active EE | $0 | $3,496-100.0% | $6,191-100.0% | $3,054-100.0% |
| Admin fee / account holder | $226 | $4,094-94.5% | $21,981-99.0% | $3,102-92.7% |