Filed August 24, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $17,211 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $110,443 | $57,305+92.7% | $86,640+27.5% | $75,173+46.9% |
| Participation rate | 95.4% | 63.2%+32.2pp | 71.7%+23.7pp | 67.2%+28.2pp |
| Annual return | 26.95% | 2674.24%-2647.3pp | 592.52%-565.6pp | 160.72%-133.8pp |
| Employer contribution / active EE | $7,492 | $2,316+223.5% | $3,024+147.7% | $2,671+180.5% |
| Participant deferral / active EE | $10,689 | $3,320+222.0% | $4,438+140.8% | $4,126+159.0% |
| Admin fee / account holder | $164 | $4,116-96.0% | $5,616-97.1% | $5,651-97.1% |