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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,158 | $81,276+57.7% | $155,574-17.6% | $80,925+58.4% |
| Participation rate | 78.6% | 66.2%+12.3pp | 78.2%+0.4pp | 67.7%+10.9pp |
| Annual return | 9.81% | 33.36%-23.6pp | 64.87%-55.1pp | 35.65%-25.8pp |
| Employer contribution / active EE | $17,953 | $3,103+478.6% | $4,676+284.0% | $2,756+551.3% |
| Participant deferral / active EE | $13,483 | $3,453+290.5% | $5,629+139.5% | $4,299+213.7% |
| Admin fee / account holder | $66 | $7,993-99.2% | $15,914-99.6% | $6,940-99.1% |