Filed March 8, 2017 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $44,661 |
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 | $131,578 | $155,795-15.5% | $136,298-3.5% | $69,634+89.0% |
| Participation rate | 86.7% | 75.2%+11.4pp | 81.9%+4.8pp | 70.7%+16.0pp |
| Annual return | 16.26% | 232464.33%-232448.1pp | 5156.27%-5140.0pp | 27572.26%-27556.0pp |
| Employer contribution / active EE | $8,062 | $2,991+169.5% | $4,696+71.7% | $2,032+296.7% |
| Participant deferral / active EE | $6,799 | $5,394+26.0% | $6,247+8.8% | $3,224+110.9% |
| Admin fee / account holder | $55 | $128-57.5% | $9,244-99.4% | $110-50.6% |