Filed June 26, 2020 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 35-0472300 | Contract Administrator | $210,860 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $23,485 | $53,684-56.3% | $170,435-86.2% | $80,976-71.0% |
| Participation rate | 92.9% | 69.2%+23.7pp | 83.6%+9.3pp | 68.3%+24.7pp |
| Annual return | 16.06% | 25.97%-9.9pp | 205.94%-189.9pp | 22.91%-6.8pp |
| Employer contribution / active EE | $5,792 | $1,642+252.8% | $5,432+6.6% | $2,402+141.1% |
| Participant deferral / active EE | $0 | $3,017-100.0% | $4,939-100.0% | $3,848-100.0% |
| Admin fee / account holder | $20 | $46-57.3% | $13,881-99.9% | $67-70.7% |