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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $32,727 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $21,932 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,187 | $91,474-11.2% | $135,982-40.3% | $71,529+13.5% |
| Participation rate | 90.4% | 75.7%+14.8pp | 81.9%+8.5pp | 67.9%+22.5pp |
| Annual return | 27.35% | 29.89%-2.5pp | 68.32%-41.0pp | 28.97%-1.6pp |
| Employer contribution / active EE | $3,270 | $3,705-11.8% | $4,859-32.7% | $2,590+26.2% |
| Participant deferral / active EE | $8,633 | $7,095+21.7% | $7,760+11.2% | $4,291+101.2% |
| Admin fee / account holder | $215 | $1,267-83.1% | $10,767-98.0% | $1,588-86.5% |