Filed October 23, 2017 (most recent of 5 filings on file)
Total covered: 92 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $14,489 |
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 | $66,151 | $50,498+31.0% | $75,784-12.7% | $55,191+19.9% |
| Participation rate | 100.0% | 69.4%+30.6pp | 75.8%+24.2pp | 69.2%+30.8pp |
| Annual return | 1.82% | 1.80%0pp | 9.68%-7.9pp | 10.78%-9.0pp |
| Employer contribution / active EE | $3,526 | $2,291+53.9% | $3,323+6.1% | $1,899+85.7% |
| Participant deferral / active EE | $6,859 | $2,589+164.9% | $3,652+87.8% | $3,046+125.1% |
| Admin fee / account holder | $23 | $123-81.3% | $5,300-99.6% | $91-74.6% |