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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $7,837 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,959 | $102,382-24.8% | $147,005-47.6% | $80,874-4.8% |
| Participation rate | 93.5% | 75.8%+17.7pp | 82.2%+11.4pp | 67.6%+25.9pp |
| Annual return | 12.52% | 134.89%-122.4pp | 418.76%-406.2pp | 35.62%-23.1pp |
| Employer contribution / active EE | $3,496 | $3,715-5.9% | $4,934-29.2% | $2,756+26.9% |
| Participant deferral / active EE | $4,330 | $6,646-34.9% | $8,070-46.3% | $4,297+0.8% |
| Admin fee / account holder | $102 | $7,942-98.7% | $13,006-99.2% | $6,935-98.5% |