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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 41-0417830 | Contract Administrator | $6,925 |
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 | $139,651 | $83,485+67.3% | $125,192+11.5% | $72,975+91.4% |
| Participation rate | 93.5% | 73.3%+20.2pp | 79.8%+13.8pp | 69.5%+24.1pp |
| Annual return | 23.37% | 25.77%-2.4pp | 43.79%-20.4pp | 81.01%-57.6pp |
| Employer contribution / active EE | $6,744 | $2,346+187.5% | $3,866+74.5% | $2,440+176.4% |
| Participant deferral / active EE | $7,967 | $3,586+122.2% | $4,937+61.4% | $3,608+120.8% |
| Admin fee / account holder | $56 | $5,518-99.0% | $9,704-99.4% | $5,124-98.9% |