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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $40,374 |
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 | $25,294 | $73,404-65.5% | $87,103-71.0% | $67,582-62.6% |
| Participation rate | 99.5% | 80.9%+18.6pp | 76.9%+22.6pp | 71.3%+28.2pp |
| Annual return | 22.00% | 48.29%-26.3pp | 28.19%-6.2pp | 378.57%-356.6pp |
| Employer contribution / active EE | $1,754 | $2,014-12.9% | $2,521-30.5% | $2,148-18.4% |
| Participant deferral / active EE | $2,675 | $3,913-31.6% | $4,049-33.9% | $3,539-24.4% |
| Admin fee / account holder | $88 | $142-37.7% | $7,491-98.8% | $142-38.0% |