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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $516 |
Employer 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,292 | $130,224-63.7% | $197,124-76.0% | $79,634-40.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 86.7%+13.3pp | 62.5%+37.5pp |
| Annual return | 23.37% | 23.65%-0.3pp | 44.34%-21.0pp | 36.46%-13.1pp |
| Employer contribution / active EE | $7 | $4,314-99.8% | $6,227-99.9% | $2,529-99.7% |
| Participant deferral / active EE | $0 | $7,378-100.0% | $9,135-100.0% | $3,835-100.0% |
| Admin fee / account holder | $1 | $254-99.7% | $16,298-100.0% | $1,002-99.9% |