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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 35-1140070 | Contract Administrator | $4,301 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $38,359 | $91,179-57.9% | $178,499-78.5% | $79,852-52.0% |
| Participation rate | 91.9% | 69.2%+22.7pp | 81.9%+10.0pp | 69.6%+22.3pp |
| Annual return | -7.24% | 24.19%-31.4pp | 151.10%-158.3pp | 31.72%-39.0pp |
| Employer contribution / active EE | $2,687 | $3,256-17.5% | $5,011-46.4% | $2,471+8.7% |
| Participant deferral / active EE | $2,883 | $3,236-10.9% | $5,202-44.6% | $3,740-22.9% |
| Admin fee / account holder | $33 | $6,749-99.5% | $13,986-99.8% | $5,306-99.4% |