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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 | $94,699-62.9% | $185,441-81.1% | $65,306-46.2% |
| Participation rate | 100.0% | 64.2%+35.8pp | 80.3%+19.7pp | 57.7%+42.3pp |
| Annual return | 7.57% | 16.71%-9.1pp | 20.16%-12.6pp | 21.94%-14.4pp |
| Employer contribution / active EE | $1,909 | $2,381-19.8% | $4,672-59.2% | $1,967-3.0% |
| Participant deferral / active EE | $0 | $3,568-100.0% | $6,152-100.0% | $2,959-100.0% |
| Admin fee / account holder | $226 | $4,797-95.3% | $17,890-98.7% | $3,480-93.5% |