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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $2,375 |
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 | $47,793 | $52,149-8.4% | $122,354-60.9% | $77,958-38.7% |
| Participation rate | 94.4% | 58.6%+35.8pp | 71.6%+22.7pp | 71.6%+22.7pp |
| Annual return | 16.23% | 17.75%-1.5pp | 30.28%-14.0pp | 20.87%-4.6pp |
| Employer contribution / active EE | $1,884 | $1,750+7.7% | $4,051-53.5% | $2,310-18.4% |
| Participant deferral / active EE | $5,286 | $2,114+150.0% | $3,287+60.8% | $3,537+49.5% |
| Admin fee / account holder | $85 | $93-8.6% | $5,479-98.4% | $97-12.5% |