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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $31,109 |
Service code 49 · EIN 74-2794194 | Other Services | $26,729 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,124 | $57,057+89.5% | $85,009+27.2% | $80,874+33.7% |
| Participation rate | 98.7% | 56.4%+42.3pp | 67.5%+31.2pp | 67.6%+31.0pp |
| Annual return | 11.17% | 21.66%-10.5pp | 66.47%-55.3pp | 35.62%-24.4pp |
| Employer contribution / active EE | $2,914 | $1,799+62.0% | $2,728+6.8% | $2,756+5.7% |
| Participant deferral / active EE | $11,012 | $3,112+253.9% | $4,522+143.5% | $4,297+156.3% |
| Admin fee / account holder | $275 | $4,986-94.5% | $6,153-95.5% | $6,935-96.0% |