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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $73,055 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,500 | $57,921-50.8% | $84,753-66.4% | $57,661-50.6% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | 4.11% | 10.24%-6.1pp | 22.78%-18.7pp | 5.13%-1.0pp |
| Employer contribution / active EE | $3,935 | $2,598+51.5% | $3,574+10.1% | $1,974+99.4% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $209 | $130+61.4% | $5,333-96.1% | $95+121.3% |