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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 81-0448832 | Plan Administrator | $6,611 |
Service code 28 · EIN 13-3089070 | Investment Management | $6,385 |
LOOMIS SAYLES2+ years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 28 · EIN 04-3200030 | Investment Management | $5,546 |
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 | $19,064 | $52,884-64.0% | $84,753-77.5% | $55,167-65.4% |
| Participation rate | 100.0% | 67.5%+32.5pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 5.98% | 18.03%-12.1pp | 22.78%-16.8pp | 169.23%-163.3pp |
| Employer contribution / active EE | $660 | $2,233-70.5% | $3,574-81.5% | $1,963-66.4% |
| Participant deferral / active EE | $1,648 | $2,644-37.7% | $3,712-55.6% | $3,054-46.1% |
| Admin fee / account holder | $148 | $581-74.5% | $5,333-97.2% | $504-70.7% |