Filed January 23, 2015 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $205,478 |
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 | $67,290 | $44,794+50.2% | $90,336-25.5% | $77,775-13.5% |
| Participation rate | 100.0% | 66.6%+33.4pp | 73.3%+26.7pp | 73.2%+26.8pp |
| Annual return | 23.91% | 28.23%-4.3pp | 78.15%-54.2pp | 32.58%-8.7pp |
| Employer contribution / active EE | $3,756 | $1,809+107.7% | $2,856+31.5% | $2,504+50.0% |
| Participant deferral / active EE | $6,173 | $2,642+133.7% | $3,886+58.9% | $3,966+55.7% |
| Admin fee / account holder | $60 | $94-36.3% | $5,357-98.9% | $100-39.9% |