Filed June 19, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $3,093 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,428 | $79,519+1.1% | $95,964-16.2% | $73,412+9.6% |
| Participation rate | 100.0% | 81.2%+18.8pp | 77.1%+22.9pp | 72.2%+27.8pp |
| Annual return | 16.13% | 19.20%-3.1pp | 91.64%-75.5pp | 59.30%-43.2pp |
| Employer contribution / active EE | $1,392 | $2,048-32.0% | $2,541-45.2% | $2,234-37.7% |
| Participant deferral / active EE | $3,372 | $4,138-18.5% | $4,167-19.1% | $3,806-11.4% |
| Admin fee / account holder | $8 | $184-95.5% | $6,797-99.9% | $158-94.7% |