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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $22,942 |
NPF1 year Service code 49 · EIN 33-0905143 | Other Services | $5,000 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,452 | $82,188-84.8% | $125,391-90.1% | $64,824-80.8% |
| Participation rate | 99.1% | 77.9%+21.2pp | 82.4%+16.7pp | 71.5%+27.6pp |
| Annual return | 101.10% | 3.50%+97.6pp | 572.41%-471.3pp | 32.84%+68.3pp |
| Employer contribution / active EE | $1,938 | $3,617-46.4% | $4,816-59.8% | $2,507-22.7% |
| Participant deferral / active EE | $0 | $7,177-100.0% | $7,448-100.0% | $4,311-100.0% |
| Admin fee / account holder | $53 | $163-67.6% | $10,009-99.5% | $188-71.8% |