Filed September 23, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $88,482 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,366 | $106,230-12.1% | $147,080-36.5% | $77,736+20.1% |
| Participation rate | 97.6% | 78.4%+19.2pp | 82.2%+15.4pp | 70.6%+27.0pp |
| Annual return | 18.38% | 56.91%-38.5pp | 420.17%-401.8pp | 31.26%-12.9pp |
| Employer contribution / active EE | $2,194 | $4,072-46.1% | $4,933-55.5% | $2,728-19.6% |
| Participant deferral / active EE | $8,659 | $8,001+8.2% | $8,066+7.3% | $4,651+86.2% |
| Admin fee / account holder | $145 | $338-57.1% | $12,989-98.9% | $433-66.5% |