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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $14,882 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,303 | $85,766-84.5% | $136,298-90.2% | $70,126-81.0% |
| Participation rate | 88.2% | 74.2%+14.0pp | 81.9%+6.3pp | 69.5%+18.6pp |
| Annual return | 20.59% | 31.46%-10.9pp | 5156.27%-5135.7pp | 73.15%-52.6pp |
| Employer contribution / active EE | $850 | $2,966-71.3% | $4,696-81.9% | $2,343-63.7% |
| Participant deferral / active EE | $2,919 | $5,051-42.2% | $6,247-53.3% | $3,332-12.4% |
| Admin fee / account holder | $150 | $5,421-97.2% | $9,244-98.4% | $4,645-96.8% |