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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $17,057 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $6,614 |
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 | $21,191 | $80,705-73.7% | $115,768-81.7% | $67,986-68.8% |
| Participation rate | 91.9% | 63.0%+28.9pp | 74.4%+17.5pp | 57.2%+34.7pp |
| Annual return | 13.08% | 18.49%-5.4pp | 100.46%-87.4pp | 31.67%-18.6pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $2,940-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $2,976 | $3,559-16.4% | $4,917-39.5% | $3,358-11.4% |
| Admin fee / account holder | $196 | $4,135-95.3% | $12,439-98.4% | $3,203-93.9% |