Filed April 24, 2017 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $102,092 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,565 | $172,932-19.9% | $119,258+16.2% | $86,821+59.6% |
| Participation rate | 97.7% | 89.4%+8.3pp | 82.7%+15.0pp | 72.3%+25.4pp |
| Annual return | 16.05% | 20.96%-4.9pp | 30.69%-14.6pp | 97.94%-81.9pp |
| Employer contribution / active EE | $3,238 | $5,487-41.0% | $4,384-26.2% | $2,406+34.6% |
| Participant deferral / active EE | $7,776 | $8,466-8.1% | $6,111+27.2% | $4,132+88.2% |
| Admin fee / account holder | $262 | $150+74.3% | $7,226-96.4% | $170+54.5% |