Filed August 31, 2020 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $2,658 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,015 | $86,897+33.5% | $151,645-23.5% | $64,824+79.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.5%+12.5pp | 71.5%+28.5pp |
| Annual return | -8.25% | -3.57%-4.7pp | 3.34%-11.6pp | 32.84%-41.1pp |
| Employer contribution / active EE | $4,687 | $4,010+16.9% | $6,165-24.0% | $2,507+86.9% |
| Participant deferral / active EE | $0 | $6,690-100.0% | $8,363-100.0% | $4,311-100.0% |
| Admin fee / account holder | $5 | $153-96.8% | $11,614-100.0% | $188-97.4% |