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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 35-0472300 | Contract Administrator | $26,793 |
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 | $25,624 | $80,763-68.3% | $102,412-75.0% | $74,459-65.6% |
| Participation rate | 91.0% | 65.7%+25.3pp | 74.5%+16.5pp | 67.2%+23.8pp |
| Annual return | 14.22% | 27.57%-13.4pp | 24.94%-10.7pp | 1369.70%-1355.5pp |
| Employer contribution / active EE | $1,508 | $3,160-52.3% | $3,870-61.0% | $2,626-42.6% |
| Participant deferral / active EE | $3,612 | $3,862-6.5% | $5,060-28.6% | $4,350-17.0% |
| Admin fee / account holder | $110 | $2,371-95.3% | $8,388-98.7% | $1,945-94.3% |