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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $15,860 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,648 | $55,437-86.2% | $155,534-95.1% | $74,459-89.7% |
| Participation rate | 77.9% | 61.9%+16.0pp | 78.2%-0.4pp | 67.2%+10.6pp |
| Annual return | 15.80% | 269.58%-253.8pp | 64.92%-49.1pp | 1369.70%-1353.9pp |
| Employer contribution / active EE | $760 | $2,266-66.4% | $4,675-83.7% | $2,626-71.0% |
| Participant deferral / active EE | $1,372 | $2,837-51.6% | $5,630-75.6% | $4,350-68.4% |
| Admin fee / account holder | $148 | $1,742-91.5% | $15,900-99.1% | $1,945-92.4% |