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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 | $48,011-55.3% | $63,803-66.4% | $82,637-74.0% |
| Participation rate | 97.6% | 66.6%+31.0pp | 72.7%+24.9pp | 68.1%+29.5pp |
| Annual return | 15.67% | 19.84%-4.2pp | 543.72%-528.1pp | 53.51%-37.8pp |
| Employer contribution / active EE | $3,238 | $1,904+70.1% | $2,532+27.8% | $2,552+26.9% |
| Participant deferral / active EE | $2,319 | $2,846-18.5% | $3,843-39.7% | $4,126-43.8% |
| Admin fee / account holder | $42 | $3,873-98.9% | $5,196-99.2% | $7,339-99.4% |