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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 13-4238973 | Contract Administrator | $45,437 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $34,370 | $90,410-62.0% | $91,004-62.2% | $77,958-55.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 75.6%+24.4pp | 71.6%+28.4pp |
| Annual return | -33.95% | 21.34%-55.3pp | 4.60%-38.5pp | 20.87%-54.8pp |
| Employer contribution / active EE | $9,839 | $3,392+190.1% | $2,456+300.7% | $2,310+325.8% |
| Participant deferral / active EE | $0 | $4,816-100.0% | $3,548-100.0% | $3,537-100.0% |
| Admin fee / account holder | $20 | $79-75.0% | $5,417-99.6% | $97-79.7% |