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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $25 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,431 | $69,383+116.8% | $101,275+48.5% | $73,497+104.7% |
| Participation rate | 97.4% | 68.4%+29.1pp | 75.8%+21.6pp | 70.7%+26.8pp |
| Annual return | 10.47% | 18.46%-8.0pp | 46.48%-36.0pp | 28.51%-18.0pp |
| Employer contribution / active EE | $15,298 | $2,628+482.0% | $3,660+318.0% | $2,270+573.9% |
| Participant deferral / active EE | $0 | $3,301-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $704-100.0% | $5,948-100.0% | $513-100.0% |