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 | $12,595 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,057 | $92,076+98.8% | $105,607+73.3% | $77,736+135.5% |
| Participation rate | 99.7% | 81.0%+18.7pp | 75.3%+24.5pp | 70.6%+29.2pp |
| Annual return | 12.58% | 17.84%-5.3pp | 116.11%-103.5pp | 31.26%-18.7pp |
| Employer contribution / active EE | $6,009 | $3,370+78.3% | $3,167+89.8% | $2,728+120.3% |
| Participant deferral / active EE | $7,864 | $5,390+45.9% | $5,011+56.9% | $4,651+69.1% |
| Admin fee / account holder | $21 | $219-90.2% | $10,958-99.8% | $433-95.1% |