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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 52-2114207 | Other Services | $7,232 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $2,266 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,591 | $99,957-52.4% | $149,730-68.2% | $73,493-35.2% |
| Participation rate | 98.0% | 75.7%+22.3pp | 82.5%+15.5pp | 70.7%+27.3pp |
| Annual return | 24.49% | 53.87%-29.4pp | 276.70%-252.2pp | 28.51%-4.0pp |
| Employer contribution / active EE | $2,826 | $3,191-11.4% | $4,645-39.2% | $2,270+24.5% |
| Participant deferral / active EE | $5,020 | $6,073-17.3% | $6,843-26.6% | $3,740+34.2% |
| Admin fee / account holder | $13 | $551-97.7% | $9,310-99.9% | $513-97.5% |