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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $203,213 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $9,611 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,148 | $53,216-69.7% | $155,534-89.6% | $199,960-91.9% |
| Participation rate | 92.2% | 64.1%+28.1pp | 78.2%+14.0pp | 72.0%+20.2pp |
| Annual return | 13.37% | 41.18%-27.8pp | 64.92%-51.5pp | 34.28%-20.9pp |
| Employer contribution / active EE | $1,917 | $1,848+3.7% | $4,675-59.0% | $3,036-36.8% |
| Participant deferral / active EE | $1,571 | $3,164-50.3% | $5,630-72.1% | $5,087-69.1% |
| Admin fee / account holder | $189 | $186+1.9% | $15,900-98.8% | $269-29.7% |