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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 41-0417830 | Contract Administrator | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $219,631 | $61,172+259.0% | $185,851+18.2% | $79,389+176.7% |
| Participation rate | 92.5% | 66.6%+25.9pp | 81.7%+10.8pp | 70.7%+21.8pp |
| Annual return | 13.08% | 19.45%-6.4pp | 122.11%-109.0pp | 116.89%-103.8pp |
| Employer contribution / active EE | $8,023 | $2,321+245.7% | $5,168+55.2% | $2,428+230.5% |
| Participant deferral / active EE | $4,697 | $2,788+68.5% | $5,569-15.7% | $4,046+16.1% |
| Admin fee / account holder | $61 | $710-91.4% | $16,245-99.6% | $626-90.2% |