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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $6,633 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,013 | $81,474+96.4% | $133,956+19.5% | $73,488+117.7% |
| Participation rate | 89.6% | 76.4%+13.2pp | 79.8%+9.7pp | 70.7%+18.9pp |
| Annual return | 10.44% | 19.40%-9.0pp | 45.09%-34.7pp | 28.51%-18.1pp |
| Employer contribution / active EE | $3,839 | $2,209+73.8% | $3,919-2.0% | $2,270+69.1% |
| Participant deferral / active EE | $7,127 | $3,786+88.2% | $5,048+41.2% | $3,740+90.6% |
| Admin fee / account holder | $28 | $713-96.1% | $8,927-99.7% | $513-94.6% |