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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $1,390 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,170 | $36,916-23.7% | $156,551-82.0% | $57,658-51.1% |
| Participation rate | 100.0% | 63.4%+36.6pp | 84.0%+16.0pp | 70.2%+29.8pp |
| Annual return | 2.41% | 12.38%-10.0pp | 32.23%-29.8pp | 5.13%-2.7pp |
| Employer contribution / active EE | $1,776 | $1,571+13.1% | $5,501-67.7% | $1,974-10.0% |
| Participant deferral / active EE | $0 | $1,926-100.0% | $4,871-100.0% | $3,061-100.0% |
| Admin fee / account holder | $5 | $82-93.9% | $13,028-100.0% | $95-94.6% |