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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $2,178 |
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 | $12,813 | $50,199-74.5% | $70,098-81.7% | $66,930-80.9% |
| Participation rate | 99.3% | 66.3%+33.0pp | 70.5%+28.8pp | 69.8%+29.5pp |
| Annual return | -16.91% | -13.85%-3.1pp | 190.76%-207.7pp | 1.57%-18.5pp |
| Employer contribution / active EE | $689 | $1,864-63.1% | $2,560-73.1% | $2,545-72.9% |
| Participant deferral / active EE | $0 | $3,112-100.0% | $3,849-100.0% | $4,238-100.0% |
| Admin fee / account holder | $13 | $600-97.8% | $6,266-99.8% | $593-97.7% |