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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 | $57,140+89.2% | $85,240+26.8% | $80,959+33.6% |
| Participation rate | 98.7% | 56.4%+42.3pp | 67.5%+31.2pp | 67.7%+31.0pp |
| Annual return | 11.17% | 21.71%-10.5pp | 66.75%-55.6pp | 35.67%-24.5pp |
| Employer contribution / active EE | $2,914 | $1,802+61.7% | $2,735+6.5% | $2,757+5.7% |
| Participant deferral / active EE | $11,012 | $3,115+253.5% | $4,527+143.2% | $4,300+156.1% |
| Admin fee / account holder | $275 | $4,992-94.5% | $6,165-95.5% | $6,925-96.0% |