Filed July 3, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 35-0472300 | Contract Administrator | $14,379 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,727 | $65,083-63.5% | $143,788-83.5% | $66,930-64.6% |
| Participation rate | 95.6% | 65.2%+30.4pp | 80.3%+15.3pp | 69.8%+25.8pp |
| Annual return | -7.37% | -11.13%+3.8pp | -0.03%-7.3pp | 1.57%-8.9pp |
| Employer contribution / active EE | $3,112 | $2,361+31.8% | $4,952-37.2% | $2,545+22.3% |
| Participant deferral / active EE | $4,316 | $2,920+47.8% | $5,638-23.5% | $4,238+1.8% |
| Admin fee / account holder | $76 | $502-84.9% | $14,675-99.5% | $593-87.2% |