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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 | $95,904-63.4% | $173,730-79.8% | $64,340-45.4% |
| Participation rate | 100.0% | 60.6%+39.4pp | 79.6%+20.4pp | 55.2%+44.8pp |
| Annual return | 7.57% | 17.47%-9.9pp | 19.96%-12.4pp | 24.14%-16.6pp |
| Employer contribution / active EE | $1,909 | $2,323-17.8% | $4,577-58.3% | $1,862+2.5% |
| Participant deferral / active EE | $0 | $3,488-100.0% | $6,326-100.0% | $2,980-100.0% |
| Admin fee / account holder | $226 | $5,089-95.6% | $17,523-98.7% | $3,703-93.9% |