Filed January 21, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $95,787 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $253,874 | $92,076+175.7% | $105,608+140.4% | $77,714+226.7% |
| Participation rate | 89.2% | 81.0%+8.2pp | 75.3%+13.9pp | 70.6%+18.6pp |
| Annual return | 15.71% | 17.84%-2.1pp | 116.50%-100.8pp | 31.26%-15.5pp |
| Employer contribution / active EE | $3,936 | $3,370+16.8% | $3,167+24.3% | $2,727+44.4% |
| Participant deferral / active EE | $8,896 | $5,390+65.1% | $5,010+77.6% | $4,649+91.3% |
| Admin fee / account holder | $198 | $219-9.4% | $11,028-98.2% | $433-54.2% |