Filed December 13, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $87,635 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,224 | $91,517-48.4% | $101,271-53.4% | $73,412-35.7% |
| Participation rate | 98.7% | 73.8%+24.9pp | 75.8%+22.9pp | 72.2%+26.5pp |
| Annual return | 16.25% | 17.17%-0.9pp | 46.48%-30.2pp | 59.30%-43.0pp |
| Employer contribution / active EE | $2,412 | $2,877-16.2% | $3,660-34.1% | $2,234+8.0% |
| Participant deferral / active EE | $5,934 | $3,338+77.7% | $4,371+35.8% | $3,806+55.9% |
| Admin fee / account holder | $131 | $216-39.4% | $5,948-97.8% | $158-17.1% |