Filed February 22, 2021 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $11,761 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,109 | $81,948+95.4% | $90,766+76.4% | $64,824+147.0% |
| Participation rate | 96.1% | 80.5%+15.6pp | 75.7%+20.4pp | 71.5%+24.6pp |
| Annual return | -16.08% | -12.53%-3.6pp | -12.16%-3.9pp | 32.84%-48.9pp |
| Employer contribution / active EE | $5,060 | $3,067+65.0% | $2,922+73.2% | $2,507+101.8% |
| Participant deferral / active EE | $6,674 | $4,844+37.8% | $4,565+46.2% | $4,311+54.8% |
| Admin fee / account holder | $19 | $157-87.9% | $8,446-99.8% | $188-89.9% |