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| Provider | Service type | Compensation |
|---|---|---|
AMERICA'S 401K, INC.2 years Filed as: AMERICA'S 401(K), INC. Service code 13 · EIN 75-2261114 | Contract Administrator | $5,889 |
Service code 13 · EIN 62-0951563 | Contract Administrator | $0 |
SHADE TREE PARTNERS LLC1 year Service code 16 13140 COIT ROAD, SUITE 107 · DALLAS, TX 75240 | Consulting | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,278 | $38,365-78.4% | $84,628-90.2% | $65,185-87.3% |
| Participation rate | 72.6% | 55.7%+16.9pp | 68.2%+4.4pp | 70.2%+2.4pp |
| Annual return | 40.35% | 32.00%+8.4pp | 258.80%-218.4pp | 29.38%+11.0pp |
| Employer contribution / active EE | $630 | $1,258-49.9% | $2,653-76.3% | $2,177-71.1% |
| Participant deferral / active EE | $1,355 | $2,278-40.5% | $3,900-65.3% | $3,514-61.4% |
| Admin fee / account holder | $20 | $451-95.5% | $4,914-99.6% | $847-97.6% |