Filed October 23, 2017 (most recent of 5 filings on file)
Total covered: 92 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $14,216 |
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 | $72,810 | $57,921+25.7% | $84,753-14.1% | $57,658+26.3% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | 7.91% | 10.24%-2.3pp | 22.78%-14.9pp | 5.13%+2.8pp |
| Employer contribution / active EE | $3,585 | $2,598+38.0% | $3,574+0.3% | $1,974+81.7% |
| Participant deferral / active EE | $6,936 | $2,742+152.9% | $3,712+86.8% | $3,061+126.6% |
| Admin fee / account holder | $23 | $130-82.4% | $5,333-99.6% | $95-75.8% |