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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $30,500 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,416 | $93,182-70.6% | $146,647-81.3% | $79,389-65.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 80.1%+19.9pp | 70.7%+29.3pp |
| Annual return | 23.65% | 21.61%+2.0pp | 22.75%+0.9pp | 116.89%-93.2pp |
| Employer contribution / active EE | $2,103 | $2,420-13.1% | $4,137-49.2% | $2,428-13.4% |
| Participant deferral / active EE | $0 | $4,169-100.0% | $5,506-100.0% | $4,046-100.0% |
| Admin fee / account holder | $173 | $585-70.4% | $10,281-98.3% | $626-72.3% |