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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 35-1140070 | Contract Administrator | $23,001 |
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 | $18,691 | $56,423-66.9% | $77,183-75.8% | $71,495-73.9% |
| Participation rate | 100.0% | 64.3%+35.7pp | 69.6%+30.4pp | 67.9%+32.1pp |
| Annual return | 17.05% | 19.05%-2.0pp | 37.89%-20.8pp | 28.85%-11.8pp |
| Employer contribution / active EE | $2,866 | $1,866+53.6% | $2,534+13.1% | $2,589+10.7% |
| Participant deferral / active EE | $4,895 | $3,142+55.8% | $3,833+27.7% | $4,291+14.1% |
| Admin fee / account holder | $131 | $1,429-90.8% | $5,475-97.6% | $1,588-91.7% |