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 | $92,981 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,735 | $127,481+35.5% | $149,751+15.3% | $90,274+91.3% |
| Participation rate | 81.2% | 78.2%+3.0pp | 82.5%-1.3pp | 73.4%+7.8pp |
| Annual return | 13.11% | 57.78%-44.7pp | 276.71%-263.6pp | 53.97%-40.9pp |
| Employer contribution / active EE | $7,500 | $3,448+117.5% | $4,646+61.4% | $2,523+197.2% |
| Participant deferral / active EE | $6,715 | $6,975-3.7% | $6,843-1.9% | $4,231+58.7% |
| Admin fee / account holder | $85 | $152-44.0% | $9,312-99.1% | $114-25.6% |