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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $12,214 |
Service code 27 · EIN 59-2937883 | Advisory (Plan) | $11,522 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,324 | $61,755-18.5% | $97,161-48.2% | $80,911-37.8% |
| Participation rate | 78.9% | 63.5%+15.5pp | 72.7%+6.3pp | 67.6%+11.3pp |
| Annual return | 15.78% | -557.90%+573.7pp | 75.36%-59.6pp | 35.63%-19.8pp |
| Employer contribution / active EE | $3,381 | $1,835+84.2% | $2,723+24.2% | $2,756+22.7% |
| Participant deferral / active EE | $6,610 | $3,026+118.4% | $4,265+55.0% | $4,297+53.8% |
| Admin fee / account holder | $228 | $5,166-95.6% | $5,647-96.0% | $6,935-96.7% |