Filed January 21, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $99,784 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,088 | $81,948+164.9% | $90,767+139.2% | $64,829+234.9% |
| Participation rate | 93.8% | 80.5%+13.3pp | 75.7%+18.1pp | 71.5%+22.3pp |
| Annual return | -15.57% | -12.53%-3.0pp | -12.16%-3.4pp | 32.85%-48.4pp |
| Employer contribution / active EE | $3,695 | $3,067+20.4% | $2,922+26.4% | $2,507+47.4% |
| Participant deferral / active EE | $8,046 | $4,844+66.1% | $4,565+76.3% | $4,312+86.6% |
| Admin fee / account holder | $180 | $157+14.7% | $8,445-97.9% | $188-4.1% |