Filed May 4, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $91,088 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $362,190-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.7%-16.7pp | 0.0%0pp |
| Annual return | 10.85% | 8.71%+2.1pp | 51.06%-40.2pp | 10.61%+0.2pp |
| Employer contribution / active EE | $0 | $15,368-100.0% | $33,707-100.0% | $15,605-100.0% |
| Participant deferral / active EE | $0 | $1,455-100.0% | $191-100.0% | $1,909-100.0% |
| Admin fee / account holder | $0 | $0 | $354,836-100.0% | - |