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 | $69,834 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,833 | $331,159-62.3% | $112,899+10.6% | $74,460+67.7% |
| Participation rate | 99.4% | 81.4%+18.0pp | 80.5%+18.9pp | 70.7%+28.6pp |
| Annual return | 18.96% | 21.62%-2.7pp | 34.11%-15.2pp | 34.38%-15.4pp |
| Employer contribution / active EE | $5,712 | $5,469+4.4% | $4,566+25.1% | $2,638+116.5% |
| Participant deferral / active EE | $9,497 | $8,097+17.3% | $6,516+45.8% | $4,530+109.7% |
| Admin fee / account holder | $163 | $281-42.2% | $7,047-97.7% | $348-53.3% |