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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $1,350 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $1,115 | $66,051-98.3% | $92,916-98.8% | $77,775-98.6% |
| Participation rate | 99.8% | 81.0%+18.8pp | 76.0%+23.8pp | 73.2%+26.6pp |
| Annual return | 0.00% | 20.69%-20.7pp | 109.45%-109.4pp | 32.58%-32.6pp |
| Employer contribution / active EE | $1,064 | $3,426-68.9% | $3,654-70.9% | $2,504-57.5% |
| Participant deferral / active EE | $0 | $3,013-100.0% | $4,238-100.0% | $3,966-100.0% |
| Admin fee / account holder | $0 | $148-99.7% | $5,796-100.0% | $100-99.5% |