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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $95,548 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $229,926 | $83,023+176.9% | $102,437+124.5% | $77,762+195.7% |
| Participation rate | 90.1% | 71.5%+18.6pp | 74.5%+15.6pp | 70.6%+19.5pp |
| Annual return | 15.34% | 19.12%-3.8pp | 24.95%-9.6pp | 31.27%-15.9pp |
| Employer contribution / active EE | $3,427 | $3,552-3.5% | $3,871-11.5% | $2,728+25.6% |
| Participant deferral / active EE | $8,233 | $4,110+100.3% | $5,060+62.7% | $4,651+77.0% |
| Admin fee / account holder | $264 | $639-58.7% | $8,388-96.9% | $433-39.0% |