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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $5,999 |
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 | $69,680 | $44,873+55.3% | $79,467-12.3% | $56,289+23.8% |
| Participation rate | 97.3% | 68.7%+28.6pp | 73.3%+24.0pp | 69.9%+27.5pp |
| Annual return | -8.23% | 0.81%-9.0pp | 718.30%-726.5pp | -9.96%+1.7pp |
| Employer contribution / active EE | $6,628 | $2,140+209.7% | $2,800+136.7% | $2,111+213.9% |
| Participant deferral / active EE | $6,205 | $2,746+126.0% | $3,704+67.5% | $3,350+85.2% |
| Admin fee / account holder | $19 | $418-95.4% | $5,104-99.6% | $521-96.3% |