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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 74-2794194 | Other Services | $10,939 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $4,830 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,469 | $47,479-54.8% | $62,929-65.9% | $82,448-74.0% |
| Participation rate | 97.6% | 66.9%+30.7pp | 73.1%+24.4pp | 68.1%+29.5pp |
| Annual return | 15.67% | 20.34%-4.7pp | 1063.93%-1048.3pp | 41.64%-26.0pp |
| Employer contribution / active EE | $3,238 | $1,885+71.7% | $2,505+29.3% | $2,551+26.9% |
| Participant deferral / active EE | $2,319 | $2,870-19.2% | $3,888-40.4% | $4,139-44.0% |
| Admin fee / account holder | $42 | $3,804-98.9% | $5,065-99.2% | $7,234-99.4% |