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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 35-1140070 | Contract Administrator | $70,519 |
RSM US LLP1 year Service code 10 · EIN 42-0714325 | Accounting | $6,246 |
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 | $88,374 | $75,183+17.5% | $123,894-28.7% | $55,167+60.2% |
| Participation rate | 82.0% | 72.8%+9.2pp | 81.4%+0.6pp | 69.0%+13.1pp |
| Annual return | 8.76% | 19.01%-10.3pp | 47.52%-38.8pp | 169.23%-160.5pp |
| Employer contribution / active EE | $2,158 | $2,823-23.6% | $4,617-53.3% | $1,963+9.9% |
| Participant deferral / active EE | $7,608 | $5,084+49.6% | $5,984+27.1% | $3,054+149.1% |
| Admin fee / account holder | $280 | $663-57.7% | $8,357-96.6% | $504-44.4% |