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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $59,183 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $14,191 | $96,486-85.3% | $153,643-90.8% | $77,736-81.7% |
| Participation rate | 96.2% | 81.6%+14.6pp | 77.1%+19.1pp | 70.6%+25.6pp |
| Annual return | 1.63% | 14.44%-12.8pp | 15.71%-14.1pp | 31.26%-29.6pp |
| Employer contribution / active EE | $4,161 | $5,224-20.4% | $5,039-17.4% | $2,728+52.5% |
| Participant deferral / active EE | $4,106 | $6,609-37.9% | $6,754-39.2% | $4,651-11.7% |
| Admin fee / account holder | $70 | $182-61.7% | $12,739-99.5% | $433-83.9% |