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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $4,485 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,761 | $63,904-69.1% | $89,340-77.9% | $67,986-70.9% |
| Participation rate | 96.7% | 54.3%+42.3pp | 69.6%+27.1pp | 57.2%+39.5pp |
| Annual return | 8.79% | 18.09%-9.3pp | 20.57%-11.8pp | 31.67%-22.9pp |
| Employer contribution / active EE | $907 | $1,627-44.3% | $2,231-59.4% | $2,019-55.1% |
| Participant deferral / active EE | $0 | $2,691-100.0% | $3,823-100.0% | $3,358-100.0% |
| Admin fee / account holder | $34 | $3,315-99.0% | $6,704-99.5% | $3,203-98.9% |