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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 | $102,429-24.9% | $147,096-47.7% | $80,925-4.9% |
| Participation rate | 93.5% | 75.9%+17.7pp | 82.2%+11.4pp | 67.7%+25.9pp |
| Annual return | 12.52% | 135.02%-122.5pp | 419.75%-407.2pp | 35.65%-23.1pp |
| Employer contribution / active EE | $3,496 | $3,716-5.9% | $4,936-29.2% | $2,756+26.8% |
| Participant deferral / active EE | $4,330 | $6,649-34.9% | $8,071-46.4% | $4,299+0.7% |
| Admin fee / account holder | $102 | $7,957-98.7% | $13,005-99.2% | $6,940-98.5% |