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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 81-0448832 | Plan Administrator | $5,831 |
Service code 28 · EIN 13-3089070 | Investment Management | $5,769 |
LOOMIS SAYLES1+ years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 28 · EIN 04-3200030 | Investment Management | $5,526 |
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 | $18,925 | $50,464-62.5% | $75,784-75.0% | $52,331-63.8% |
| Participation rate | 99.2% | 66.8%+32.5pp | 75.8%+23.4pp | 68.1%+31.1pp |
| Annual return | 0.59% | 1.03%-0.4pp | 9.68%-9.1pp | 4.54%-4.0pp |
| Employer contribution / active EE | $876 | $1,988-55.9% | $3,323-73.6% | $1,882-53.4% |
| Participant deferral / active EE | $1,414 | $2,570-45.0% | $3,652-61.3% | $3,022-53.2% |
| Admin fee / account holder | $156 | $1,103-85.9% | $5,300-97.1% | $592-73.7% |