Filed January 19, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $67,890 |
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 | $20,810 | $66,004-68.5% | $81,820-74.6% | $77,714-73.2% |
| Participation rate | 88.6% | 65.8%+22.8pp | 72.4%+16.2pp | 70.6%+18.0pp |
| Annual return | 11.54% | 26.65%-15.1pp | 777.93%-766.4pp | 31.26%-19.7pp |
| Employer contribution / active EE | $2,664 | $2,375+12.2% | $2,915-8.6% | $2,727-2.3% |
| Participant deferral / active EE | $0 | $3,508-100.0% | $4,323-100.0% | $4,649-100.0% |
| Admin fee / account holder | $122 | $527-76.9% | $7,391-98.4% | $433-71.9% |