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 | $92,186+175.4% | $105,624+140.4% | $77,762+226.5% |
| Participation rate | 89.2% | 81.0%+8.2pp | 75.3%+13.9pp | 70.6%+18.6pp |
| Annual return | 15.71% | 17.83%-2.1pp | 116.20%-100.5pp | 31.27%-15.6pp |
| Employer contribution / active EE | $3,936 | $3,376+16.6% | $3,168+24.3% | $2,728+44.3% |
| Participant deferral / active EE | $8,896 | $5,395+64.9% | $5,013+77.5% | $4,651+91.3% |
| Admin fee / account holder | $198 | $219-9.4% | $10,961-98.2% | $433-54.2% |