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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 | $49,239-0.6% | $70,462-30.5% | $79,858-38.7% |
| Participation rate | 70.5% | 69.2%+1.3pp | 75.1%-4.6pp | 69.6%+0.9pp |
| Annual return | 11.15% | 30.08%-18.9pp | 109.08%-97.9pp | 31.72%-20.6pp |
| Employer contribution / active EE | $1,016 | $2,100-51.6% | $2,737-62.9% | $2,471-58.9% |
| Participant deferral / active EE | $2,061 | $2,769-25.6% | $3,710-44.4% | $3,740-44.9% |
| Admin fee / account holder | $98 | $2,876-96.6% | $3,845-97.5% | $5,306-98.2% |