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 | $138,468 |
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 | $191,399 | $120,450+58.9% | $159,495+20.0% | $93,010+105.8% |
| Participation rate | 79.0% | 78.0%+1.0pp | 82.8%-3.9pp | 73.9%+5.1pp |
| Annual return | 11.91% | 27.11%-15.2pp | 263.72%-251.8pp | 158.70%-146.8pp |
| Employer contribution / active EE | $6,667 | $3,526+89.1% | $4,831+38.0% | $2,705+146.4% |
| Participant deferral / active EE | $7,175 | $7,283-1.5% | $7,354-2.4% | $4,561+57.3% |
| Admin fee / account holder | $120 | $137-12.3% | $10,804-98.9% | $152-20.9% |