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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $76,260 |
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 | $28,920 | $60,545-52.2% | $92,240-68.6% | $69,634-58.5% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.5%+23.5pp | 70.7%+29.3pp |
| Annual return | 12.58% | 19.71%-7.1pp | 176.29%-163.7pp | 27572.26%-27559.7pp |
| Employer contribution / active EE | $3,651 | $2,633+38.6% | $3,680-0.8% | $2,032+79.6% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $211 | $145+45.6% | $5,194-95.9% | $110+90.8% |