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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $4,008 |
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 | $20,640 | $111,491-81.5% | $189,545-89.1% | $86,821-76.2% |
| Participation rate | 99.7% | 87.3%+12.4pp | 87.8%+11.9pp | 72.3%+27.4pp |
| Annual return | 38.76% | 83.50%-44.7pp | 555.36%-516.6pp | 97.94%-59.2pp |
| Employer contribution / active EE | $1,621 | $3,951-59.0% | $6,162-73.7% | $2,406-32.6% |
| Participant deferral / active EE | $0 | $6,437-100.0% | $8,220-100.0% | $4,132-100.0% |
| Admin fee / account holder | $6 | $189-97.0% | $12,049-100.0% | $170-96.6% |