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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,810 | $65,908-68.4% | $81,812-74.6% | $77,643-73.2% |
| Participation rate | 88.6% | 65.8%+22.8pp | 72.3%+16.2pp | 70.6%+18.0pp |
| Annual return | 11.54% | 26.64%-15.1pp | 773.79%-762.3pp | 31.24%-19.7pp |
| Employer contribution / active EE | $2,664 | $2,370+12.4% | $2,912-8.5% | $2,726-2.3% |
| Participant deferral / active EE | $0 | $3,505-100.0% | $4,319-100.0% | $4,647-100.0% |
| Admin fee / account holder | $122 | $526-76.9% | $7,386-98.4% | $430-71.7% |