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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $240,174 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $86,054 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,061 | $130,052-67.7% | $86,698-51.5% | $77,906-46.0% |
| Participation rate | 96.9% | 85.9%+11.0pp | 76.6%+20.3pp | 73.7%+23.2pp |
| Annual return | -15.20% | -12.73%-2.5pp | 35.96%-51.2pp | 12.16%-27.4pp |
| Employer contribution / active EE | $3,781 | $3,214+17.6% | $2,837+33.3% | $2,846+32.8% |
| Participant deferral / active EE | $6,624 | $5,741+15.4% | $4,656+42.3% | $4,805+37.9% |
| Admin fee / account holder | $143 | $132+8.6% | $7,492-98.1% | $133+8.0% |