Filed October 31, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $44,382 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,192 | $122,693-51.8% | $184,203-67.9% | $199,593-70.3% |
| Participation rate | 97.2% | 86.8%+10.4pp | 86.8%+10.4pp | 72.0%+25.3pp |
| Annual return | 15.83% | 143.91%-128.1pp | 28.81%-13.0pp | 34.25%-18.4pp |
| Employer contribution / active EE | $2,042 | $4,584-55.5% | $6,427-68.2% | $3,034-32.7% |
| Participant deferral / active EE | $4,709 | $7,990-41.1% | $9,131-48.4% | $5,087-7.4% |
| Admin fee / account holder | $132 | $121+9.4% | $13,901-99.1% | $269-50.9% |