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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $32,022 |
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 | $87,458 | $86,332+1.3% | $125,175-30.1% | $65,185+34.2% |
| Participation rate | 99.0% | 75.3%+23.7pp | 79.8%+19.2pp | 70.2%+28.8pp |
| Annual return | 3.22% | 27.43%-24.2pp | 43.79%-40.6pp | 29.38%-26.2pp |
| Employer contribution / active EE | $4,535 | $2,040+122.3% | $3,865+17.3% | $2,177+108.4% |
| Participant deferral / active EE | $6,264 | $3,537+77.1% | $4,937+26.9% | $3,514+78.3% |
| Admin fee / account holder | $252 | $609-58.6% | $9,702-97.4% | $847-70.2% |