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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $16,837 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,205 | $46,553-73.8% | $64,056-80.9% | $75,163-83.8% |
| Participation rate | 87.8% | 65.9%+21.8pp | 72.3%+15.5pp | 67.2%+20.6pp |
| Annual return | 5.69% | 26.03%-20.3pp | 33.69%-28.0pp | 160.62%-154.9pp |
| Employer contribution / active EE | $1,771 | $1,974-10.3% | $2,747-35.5% | $2,670-33.7% |
| Participant deferral / active EE | $0 | $2,837-100.0% | $3,880-100.0% | $4,125-100.0% |
| Admin fee / account holder | $163 | $2,952-94.5% | $3,068-94.7% | $5,651-97.1% |