Filed June 19, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $3,153 |
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 | $87,193 | $73,404+18.8% | $87,103+0.1% | $67,582+29.0% |
| Participation rate | 73.5% | 80.9%-7.3pp | 76.9%-3.3pp | 71.3%+2.3pp |
| Annual return | 22.30% | 48.29%-26.0pp | 28.19%-5.9pp | 378.57%-356.3pp |
| Employer contribution / active EE | $1,124 | $2,014-44.2% | $2,521-55.4% | $2,148-47.7% |
| Participant deferral / active EE | $2,552 | $3,913-34.8% | $4,049-37.0% | $3,539-27.9% |
| Admin fee / account holder | $12 | $142-91.9% | $7,491-99.8% | $142-91.9% |