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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 | $81,262+57.7% | $155,602-17.6% | $80,911+58.4% |
| Participation rate | 78.6% | 66.2%+12.3pp | 78.2%+0.4pp | 67.6%+10.9pp |
| Annual return | 9.81% | 33.34%-23.5pp | 64.81%-55.0pp | 35.63%-25.8pp |
| Employer contribution / active EE | $17,953 | $3,102+478.8% | $4,675+284.0% | $2,756+551.4% |
| Participant deferral / active EE | $13,483 | $3,451+290.7% | $5,629+139.5% | $4,297+213.8% |
| Admin fee / account holder | $66 | $7,992-99.2% | $15,923-99.6% | $6,935-99.1% |