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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,570 |
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 | $18,724 | $62,177-69.9% | $81,370-77.0% | $74,478-74.9% |
| Participation rate | 99.2% | 64.1%+35.1pp | 69.5%+29.6pp | 67.2%+31.9pp |
| Annual return | 21.02% | 16.62%+4.4pp | 24.85%-3.8pp | 1370.56%-1349.5pp |
| Employer contribution / active EE | $867 | $1,881-53.9% | $2,464-64.8% | $2,626-67.0% |
| Participant deferral / active EE | $0 | $3,219-100.0% | $3,885-100.0% | $4,350-100.0% |
| Admin fee / account holder | $11 | $1,927-99.4% | $5,749-99.8% | $1,946-99.4% |