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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $75 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,068 | $100,801+86.6% | $149,696+25.6% | $73,409+156.2% |
| Participation rate | 88.3% | 77.7%+10.6pp | 82.5%+5.8pp | 72.2%+16.1pp |
| Annual return | 14.34% | 265.34%-251.0pp | 276.60%-262.3pp | 59.29%-45.0pp |
| Employer contribution / active EE | $8,481 | $3,312+156.1% | $4,644+82.6% | $2,234+279.7% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $6,842-100.0% | $3,805-100.0% |
| Admin fee / account holder | $0 | $181-100.0% | $9,309-100.0% | $158-100.0% |