Filed December 8, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Float revenue; Participant loan proce... | $468,017 |
Service code 13 · EIN 13-1624203 | Contract Administrator | $24,199 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,177 | $105,179+23.8% | $64,110+103.1% | $80,187+62.3% |
| Participation rate | 100.0% | 73.5%+26.5pp | 72.3%+27.7pp | 72.9%+27.1pp |
| Annual return | 16.25% | 20.34%-4.1pp | 33.75%-17.5pp | 40.40%-24.2pp |
| Employer contribution / active EE | $8,242 | $3,311+149.0% | $2,751+199.6% | $2,980+176.6% |
| Participant deferral / active EE | $8,237 | $4,020+104.9% | $3,883+112.2% | $5,016+64.2% |
| Admin fee / account holder | $47 | $113-58.3% | $3,071-98.5% | $145-67.5% |