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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $28,823 |
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 | $150,151 | $49,915+200.8% | $154,803-3.0% | $74,304+102.1% |
| Participation rate | 99.0% | 54.0%+45.0pp | 78.1%+20.9pp | 60.3%+38.6pp |
| Annual return | 11.83% | 34.06%-22.2pp | 58.88%-47.1pp | 29.43%-17.6pp |
| Employer contribution / active EE | $6,546 | $1,611+306.3% | $4,305+52.0% | $2,241+192.1% |
| Participant deferral / active EE | $6,470 | $2,255+187.0% | $5,540+16.8% | $3,767+71.7% |
| Admin fee / account holder | $114 | $2,189-94.8% | $14,329-99.2% | $2,969-96.2% |