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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $103,351 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $39,746 |
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 | $42,144 | $88,122-52.2% | $141,191-70.2% | $67,579-37.6% |
| Participation rate | 90.5% | 76.5%+14.0pp | 82.5%+8.0pp | 71.3%+19.2pp |
| Annual return | 41.45% | 75.40%-33.9pp | 71.41%-30.0pp | 378.56%-337.1pp |
| Employer contribution / active EE | $4,667 | $3,224+44.8% | $4,736-1.4% | $2,148+117.3% |
| Participant deferral / active EE | $8,500 | $5,958+42.7% | $6,710+26.7% | $3,539+140.2% |
| Admin fee / account holder | $171 | $131+30.9% | $10,264-98.3% | $142+20.5% |