Filed June 15, 2021 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Claims processing; Investment managem... | $319,886 |
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 | $58,026 | $44,989+29.0% | $170,435-66.0% | $77,958-25.6% |
| Participation rate | 87.1% | 64.6%+22.5pp | 83.6%+3.5pp | 71.6%+15.4pp |
| Annual return | 17.55% | 19.61%-2.1pp | 205.94%-188.4pp | 20.87%-3.3pp |
| Employer contribution / active EE | $2,282 | $1,466+55.7% | $5,432-58.0% | $2,310-1.2% |
| Participant deferral / active EE | $4,022 | $2,208+82.2% | $4,939-18.6% | $3,537+13.7% |
| Admin fee / account holder | $95 | $69+38.3% | $13,881-99.3% | $97-2.1% |