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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $32,141 |
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 | $29,147 | $88,186-66.9% | $165,071-82.3% | $74,459-60.9% |
| Participation rate | 100.0% | 73.1%+26.9pp | 78.6%+21.4pp | 67.2%+32.8pp |
| Annual return | 15.13% | 17.13%-2.0pp | 70.17%-55.0pp | 1369.70%-1354.6pp |
| Employer contribution / active EE | $1,901 | $2,600-26.9% | $4,347-56.3% | $2,626-27.6% |
| Participant deferral / active EE | $0 | $4,505-100.0% | $6,035-100.0% | $4,350-100.0% |
| Admin fee / account holder | $181 | $2,234-91.9% | $12,695-98.6% | $1,945-90.7% |