Filed August 11, 2016
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $8,113 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,026 | $75,183-24.2% | $123,894-54.0% | $55,167+3.4% |
| Participation rate | 83.8% | 72.8%+11.0pp | 81.4%+2.4pp | 69.0%+14.9pp |
| Annual return | 63.08% | 19.01%+44.1pp | 47.52%+15.6pp | 169.23%-106.2pp |
| Employer contribution / active EE | $4,574 | $2,823+62.0% | $4,617-0.9% | $1,963+133.1% |
| Participant deferral / active EE | $3,554 | $5,084-30.1% | $5,984-40.6% | $3,054+16.4% |
| Admin fee / account holder | $30 | $663-95.4% | $8,357-99.6% | $504-94.0% |