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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $8,529 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,939 | $49,249-0.6% | $70,476-30.6% | $79,852-38.7% |
| Participation rate | 70.5% | 69.2%+1.3pp | 75.1%-4.6pp | 69.6%+0.9pp |
| Annual return | 11.15% | 30.09%-18.9pp | 109.12%-98.0pp | 31.72%-20.6pp |
| Employer contribution / active EE | $1,016 | $2,100-51.6% | $2,738-62.9% | $2,471-58.9% |
| Participant deferral / active EE | $2,061 | $2,769-25.6% | $3,710-44.5% | $3,740-44.9% |
| Admin fee / account holder | $98 | $2,878-96.6% | $3,847-97.5% | $5,306-98.2% |