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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,790 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,158 | $81,248+57.7% | $155,509-17.6% | $80,856+58.5% |
| Participation rate | 78.6% | 66.2%+12.3pp | 78.2%+0.4pp | 67.6%+10.9pp |
| Annual return | 9.81% | 33.31%-23.5pp | 64.67%-54.9pp | 35.59%-25.8pp |
| Employer contribution / active EE | $17,953 | $3,100+479.1% | $4,672+284.2% | $2,755+551.7% |
| Participant deferral / active EE | $13,483 | $3,452+290.6% | $5,626+139.7% | $4,296+213.9% |
| Admin fee / account holder | $66 | $7,997-99.2% | $15,912-99.6% | $6,918-99.1% |