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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $102,608 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $44,771 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,988 | $59,093-15.4% | $97,295-48.6% | $77,762-35.7% |
| Participation rate | 98.3% | 67.8%+30.6pp | 72.7%+25.7pp | 70.6%+27.8pp |
| Annual return | 15.33% | 16.93%-1.6pp | 75.62%-60.3pp | 31.27%-15.9pp |
| Employer contribution / active EE | $4,091 | $1,727+136.9% | $2,723+50.2% | $2,728+50.0% |
| Participant deferral / active EE | $7,378 | $3,901+89.1% | $4,264+73.0% | $4,651+58.6% |
| Admin fee / account holder | $236 | $346-31.7% | $5,646-95.8% | $433-45.4% |