Filed May 3, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $33,134 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,819 | $51,166-37.8% | $70,544-54.9% | $71,511-55.5% |
| Participation rate | 97.5% | 59.4%+38.1pp | 68.4%+29.1pp | 67.9%+29.5pp |
| Annual return | 19.56% | 42.71%-23.2pp | 32.79%-13.2pp | 28.86%-9.3pp |
| Employer contribution / active EE | $2,367 | $1,793+32.0% | $2,976-20.4% | $2,589-8.6% |
| Participant deferral / active EE | $4,843 | $3,031+59.8% | $4,568+6.0% | $4,291+12.9% |
| Admin fee / account holder | $122 | $2,000-93.9% | $6,427-98.1% | $1,588-92.3% |