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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $30,263 |
Service code 27 · EIN 46-5576228 | Advisory (Plan) | $18,430 |
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 | $11,947 | $54,237-78.0% | $90,300-86.8% | $67,579-82.3% |
| Participation rate | 98.2% | 68.6%+29.6pp | 73.3%+24.9pp | 71.3%+26.9pp |
| Annual return | 42.39% | 37.27%+5.1pp | 78.11%-35.7pp | 378.56%-336.2pp |
| Employer contribution / active EE | $1,087 | $1,846-41.1% | $2,854-61.9% | $2,148-49.4% |
| Participant deferral / active EE | $3,811 | $2,625+45.2% | $3,884-1.9% | $3,539+7.7% |
| Admin fee / account holder | $95 | $123-23.2% | $5,353-98.2% | $142-33.4% |