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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 | $57,073+89.4% | $85,126+27.0% | $80,925+33.6% |
| Participation rate | 98.7% | 56.4%+42.3pp | 67.5%+31.2pp | 67.7%+31.0pp |
| Annual return | 11.17% | 21.69%-10.5pp | 66.63%-55.5pp | 35.65%-24.5pp |
| Employer contribution / active EE | $2,914 | $1,801+61.8% | $2,731+6.7% | $2,756+5.7% |
| Participant deferral / active EE | $11,012 | $3,113+253.7% | $4,523+143.4% | $4,299+156.2% |
| Admin fee / account holder | $275 | $4,988-94.5% | $6,160-95.5% | $6,940-96.0% |