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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $3,236 |
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 | $18,421 | $86,897-78.8% | $151,645-87.9% | $64,824-71.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.5%+12.5pp | 71.5%+28.5pp |
| Annual return | -10.30% | -3.57%-6.7pp | 3.34%-13.6pp | 32.84%-43.1pp |
| Employer contribution / active EE | $1,618 | $4,010-59.6% | $6,165-73.8% | $2,507-35.5% |
| Participant deferral / active EE | $0 | $6,690-100.0% | $8,363-100.0% | $4,311-100.0% |
| Admin fee / account holder | $4 | $153-97.1% | $11,614-100.0% | $188-97.6% |