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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $710 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,298 | $79,045-64.2% | $100,378-71.8% | $74,429-62.0% |
| Participation rate | 75.7% | 79.4%-3.8pp | 81.5%-5.8pp | 67.2%+8.5pp |
| Annual return | 30.47% | 20.61%+9.9pp | 49.41%-18.9pp | 1368.38%-1337.9pp |
| Employer contribution / active EE | $3,482 | $3,015+15.5% | $3,942-11.7% | $2,625+32.7% |
| Participant deferral / active EE | $3,235 | $7,751-58.3% | $8,087-60.0% | $4,348-25.6% |
| Admin fee / account holder | $86 | $1,335-93.6% | $7,899-98.9% | $1,944-95.6% |