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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $16,950 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,344 | $26,549-76.1% | $61,373-89.7% | $66,914-90.5% |
| Participation rate | 85.9% | 38.1%+47.9pp | 52.6%+33.4pp | 69.8%+16.1pp |
| Annual return | -23.52% | -16.21%-7.3pp | 338.61%-362.1pp | 1.58%-25.1pp |
| Employer contribution / active EE | $543 | $651-16.6% | $1,159-53.1% | $2,544-78.6% |
| Participant deferral / active EE | $1,355 | $1,338+1.2% | $2,125-36.2% | $4,237-68.0% |
| Admin fee / account holder | $99 | $409-75.7% | $2,130-95.3% | $593-83.3% |