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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $6,040 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,528 | $72,482-4.1% | $129,118-46.2% | $64,819+7.3% |
| Participation rate | 96.0% | 79.2%+16.7pp | 77.2%+18.7pp | 71.5%+24.5pp |
| Annual return | -14.51% | -9.08%-5.4pp | -10.94%-3.6pp | 32.84%-47.3pp |
| Employer contribution / active EE | $7,347 | $4,247+73.0% | $5,051+45.4% | $2,507+193.1% |
| Participant deferral / active EE | $10,014 | $5,679+76.3% | $6,539+53.1% | $4,311+132.3% |
| Admin fee / account holder | $13 | $144-91.1% | $14,305-99.9% | $188-93.1% |