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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 74-2794194 | Other Services | $6,672 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $2,047 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,674 | $54,590-27.3% | $81,716-51.4% | $73,493-46.0% |
| Participation rate | 89.0% | 68.3%+20.7pp | 72.0%+17.0pp | 70.7%+18.3pp |
| Annual return | 16.09% | 17.74%-1.6pp | 29.49%-13.4pp | 28.51%-12.4pp |
| Employer contribution / active EE | $2,138 | $1,636+30.7% | $4,310-50.4% | $2,270-5.8% |
| Participant deferral / active EE | $5,149 | $2,759+86.6% | $7,108-27.6% | $3,740+37.7% |
| Admin fee / account holder | $19 | $592-96.7% | $5,159-99.6% | $513-96.2% |