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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $29,938 |
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 | $25,241 | $83,090-69.6% | $130,062-80.6% | $71,529-64.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 78.5%+21.5pp | 67.9%+32.1pp |
| Annual return | -1.19% | 20.61%-21.8pp | -137.37%+136.2pp | 28.97%-30.2pp |
| Employer contribution / active EE | $1,720 | $2,624-34.5% | $4,322-60.2% | $2,590-33.6% |
| Participant deferral / active EE | $0 | $4,436-100.0% | $5,821-100.0% | $4,291-100.0% |
| Admin fee / account holder | $170 | $1,727-90.2% | $10,601-98.4% | $1,588-89.3% |