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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $80,167 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $13,098 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,685 | $65,960-5.0% | $81,844-23.4% | $77,736-19.4% |
| Participation rate | 98.8% | 65.8%+33.0pp | 72.4%+26.4pp | 70.6%+28.2pp |
| Annual return | 12.92% | 26.64%-13.7pp | 778.87%-766.0pp | 31.26%-18.3pp |
| Employer contribution / active EE | $2,073 | $2,375-12.7% | $2,916-28.9% | $2,728-24.0% |
| Participant deferral / active EE | $6,884 | $3,505+96.4% | $4,323+59.2% | $4,651+48.0% |
| Admin fee / account holder | $127 | $526-75.9% | $7,355-98.3% | $433-70.7% |