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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 35-1140070 | Contract Administrator | $1,799 |
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 | $40,794 | $85,171-52.1% | $172,752-76.4% | $72,975-44.1% |
| Participation rate | 98.7% | 70.1%+28.7pp | 82.6%+16.1pp | 69.5%+29.2pp |
| Annual return | 5.45% | 27.32%-21.9pp | 802.97%-797.5pp | 81.01%-75.6pp |
| Employer contribution / active EE | $3,401 | $3,324+2.3% | $5,144-33.9% | $2,440+39.4% |
| Participant deferral / active EE | $3,802 | $3,260+16.6% | $5,198-26.9% | $3,608+5.4% |
| Admin fee / account holder | $39 | $5,880-99.3% | $13,955-99.7% | $5,124-99.2% |