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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 41-0417830 | Contract Administrator | $3,403 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,197 | $46,332-0.3% | $143,799-67.9% | $64,819-28.7% |
| Participation rate | 87.7% | 64.2%+23.5pp | 80.3%+7.4pp | 71.5%+16.3pp |
| Annual return | -13.57% | -10.05%-3.5pp | -0.04%-13.5pp | 32.84%-46.4pp |
| Employer contribution / active EE | $3,632 | $1,911+90.0% | $4,952-26.7% | $2,507+44.9% |
| Participant deferral / active EE | $8,231 | $2,647+210.9% | $5,638+46.0% | $4,311+90.9% |
| Admin fee / account holder | $12 | $154-92.1% | $14,677-99.9% | $188-93.6% |