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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $40,745 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $19,852 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,789 | $80,724-64.3% | $103,333-72.1% | $74,495-61.4% |
| Participation rate | 84.4% | 65.7%+18.7pp | 74.5%+9.8pp | 67.2%+17.2pp |
| Annual return | 15.12% | 27.56%-12.4pp | 24.88%-9.8pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $435 | $3,157-86.2% | $3,868-88.8% | $2,623-83.4% |
| Participant deferral / active EE | $2,939 | $3,860-23.9% | $5,057-41.9% | $4,346-32.4% |
| Admin fee / account holder | $213 | $2,368-91.0% | $8,355-97.4% | $1,942-89.0% |