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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 62-1657685 | Contract Administrator | $10,066 |
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 | $9,171 | $69,848-86.9% | $115,756-92.1% | $66,930-86.3% |
| Participation rate | 98.4% | 70.6%+27.8pp | 77.1%+21.4pp | 69.8%+28.6pp |
| Annual return | -4.74% | 969.66%-974.4pp | 143.14%-147.9pp | 1.57%-6.3pp |
| Employer contribution / active EE | $1,109 | $2,613-57.6% | $3,793-70.8% | $2,545-56.4% |
| Participant deferral / active EE | $0 | $4,274-100.0% | $6,254-100.0% | $4,238-100.0% |
| Admin fee / account holder | $74 | $337-78.2% | $8,124-99.1% | $593-87.6% |