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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 41-0417830 | Contract Administrator | $13,151 |
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 | $56,307 | $93,131-39.5% | $106,554-47.2% | $86,821-35.1% |
| Participation rate | 91.4% | 81.4%+10.0pp | 76.1%+15.3pp | 72.3%+19.1pp |
| Annual return | 11.40% | 19.45%-8.1pp | 26.80%-15.4pp | 97.94%-86.5pp |
| Employer contribution / active EE | $2,104 | $2,895-27.3% | $2,819-25.4% | $2,406-12.6% |
| Participant deferral / active EE | $3,620 | $4,708-23.1% | $4,398-17.7% | $4,132-12.4% |
| Admin fee / account holder | $20 | $145-86.5% | $7,408-99.7% | $170-88.5% |