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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $20,025 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $13,402 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $82,821 | $58,577+41.4% | $83,323-0.6% | $64,181+29.0% |
| Participation rate | 88.2% | 72.0%+16.1pp | 77.8%+10.4pp | 69.6%+18.6pp |
| Annual return | 12.38% | 9.65%+2.7pp | 10.63%+1.7pp | 7.63%+4.8pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,532 | $4,654-24.1% | $5,565-36.5% | $3,470+1.8% |
| Admin fee / account holder | $125 | $9,275-98.6% | $7,539-98.3% | $4,887-97.4% |