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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 | Contract Administrator | $9,691 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $4,236 |
Filed as: SIDE BY SIDE FINANCIALS INC. Service code 13 | Contract Administrator | $3,858 |
Filed as: SIDE BY SIDE FINANCIALS IN C Service code 13 · EIN 27-3232902 | Contract Administrator | $3,490 |
Filed as: AGGREGATE RETIREMENT Service code 13 · EIN 47-1270719 | Contract Administrator | $2,185 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,911 | $64,909-63.2% | $82,312-71.0% | $62,293-61.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 30.18% | 21.18%+9.0pp | 25.88%+4.3pp | 28.90%+1.3pp |
| Employer contribution / active EE | $2,042 | $1,676+21.8% | $2,428-15.9% | $2,0420% |
| Participant deferral / active EE | $4,484 | $3,103+44.5% | $3,706+21.0% | $3,169+41.5% |
| Admin fee / account holder | $67 | $440-84.8% | $5,608-98.8% | $479-86.1% |