Filed February 5, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $4,347 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,004 | $73,848-54.0% | $143,799-76.4% | $68,486-50.3% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.23% | 0.91%-16.1pp | -0.04%-15.2pp | -7.85%-7.4pp |
| Employer contribution / active EE | $3,135 | $3,184-1.5% | $4,952-36.7% | $2,597+20.7% |
| Participant deferral / active EE | $0 | $3,385-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $34 | $5,755-99.4% | $14,677-99.8% | $5,404-99.4% |