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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $39,240 |
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 | $53,155 | $59,623-10.8% | $95,585-44.4% | $85,563-37.9% |
| Participation rate | 92.4% | 57.2%+35.2pp | 72.1%+20.3pp | 66.0%+26.4pp |
| Annual return | 5.42% | 18.22%-12.8pp | 38.56%-33.1pp | 31.51%-26.1pp |
| Employer contribution / active EE | $1,153 | $1,669-30.9% | $2,527-54.4% | $2,654-56.6% |
| Participant deferral / active EE | $3,237 | $3,357-3.6% | $4,023-19.5% | $4,375-26.0% |
| Admin fee / account holder | $128 | $650-80.3% | $6,127-97.9% | $834-84.7% |