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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $1,450 |
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 | $81,751 | $59,191+38.1% | $76,767+6.5% | $56,289+45.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 77.0%+23.0pp | 69.9%+30.1pp |
| Annual return | -6.75% | 6.62%-13.4pp | 2.43%-9.2pp | -9.96%+3.2pp |
| Employer contribution / active EE | $4,381 | $1,759+149.1% | $2,485+76.3% | $2,111+107.5% |
| Participant deferral / active EE | $4,186 | $3,255+28.6% | $3,852+8.7% | $3,350+25.0% |
| Admin fee / account holder | $25 | $489-95.0% | $6,675-99.6% | $521-95.3% |