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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 04-2647786 | Contract Administrator | $76,976 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $394,429 | $120,450+227.5% | $159,495+147.3% | $93,010+324.1% |
| Participation rate | 99.5% | 78.0%+21.5pp | 82.8%+16.7pp | 73.9%+25.6pp |
| Annual return | 12.01% | 27.11%-15.1pp | 263.72%-251.7pp | 158.70%-146.7pp |
| Employer contribution / active EE | $11,146 | $3,526+216.2% | $4,831+130.7% | $2,705+312.0% |
| Participant deferral / active EE | $0 | $7,283-100.0% | $7,354-100.0% | $4,561-100.0% |
| Admin fee / account holder | $39 | $137-71.8% | $10,804-99.6% | $152-74.6% |