Filed January 13, 2015 (most recent of 2 filings on file)
Total covered: 71 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $114,395 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,942 | $56,540+13.1% | $185,849-65.6% | $86,821-26.4% |
| Participation rate | 80.0% | 65.5%+14.5pp | 81.7%-1.7pp | 72.3%+7.7pp |
| Annual return | 16.35% | 118.20%-101.9pp | 122.10%-105.7pp | 97.94%-81.6pp |
| Employer contribution / active EE | $9,590 | $1,844+419.9% | $5,169+85.6% | $2,406+298.6% |
| Participant deferral / active EE | $0 | $2,555-100.0% | $5,569-100.0% | $4,132-100.0% |
| Admin fee / account holder | $188 | $150+25.9% | $16,244-98.8% | $170+11.1% |