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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $3,258 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,615 | $209,422-83.0% | $178,503-80.0% | $158,982-77.6% |
| Participation rate | 72.7% | 86.4%-13.6pp | 81.9%-9.2pp | 82.0%-9.2pp |
| Annual return | 5.00% | 188.81%-183.8pp | 151.12%-146.1pp | 302.99%-298.0pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,780 | $5,955-70.1% | $5,202-65.8% | $5,983-70.3% |
| Admin fee / account holder | $149 | $17,079-99.1% | $13,987-98.9% | $11,252-98.7% |