Filed May 3, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $22,174 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,199 | $63,471-60.3% | $68,808-63.4% | $66,938-62.4% |
| Participation rate | 100.0% | 60.0%+40.0pp | 69.0%+31.0pp | 69.8%+30.2pp |
| Annual return | -14.93% | -8.29%-6.6pp | -6.37%-8.6pp | 1.58%-16.5pp |
| Employer contribution / active EE | $2,068 | $1,776+16.5% | $2,656-22.1% | $2,545-18.7% |
| Participant deferral / active EE | $4,489 | $2,946+52.4% | $3,942+13.9% | $4,238+5.9% |
| Admin fee / account holder | $86 | $578-85.1% | $4,936-98.3% | $594-85.5% |