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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 40-0127290 | Contract Administrator | $27,755 |
FARMER & BETTS2 years Filed as: FARMER & BETTS, INC Service code 13 · EIN 94-3322438 | Contract Administrator | $15,424 |
Filed as: MERRILL LYNCH Service code 17 · EIN 13-5674085 | Pension Consulting | $8,605 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,991 | $99,957-92.0% | $149,730-94.7% | $73,493-89.1% |
| Participation rate | 77.5% | 75.7%+1.8pp | 82.5%-4.9pp | 70.7%+6.9pp |
| Annual return | 23.88% | 53.87%-30.0pp | 276.70%-252.8pp | 28.51%-4.6pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,645-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,675 | $6,073-55.9% | $6,843-60.9% | $3,740-28.5% |
| Admin fee / account holder | $239 | $551-56.7% | $9,310-97.4% | $513-53.5% |