Filed June 28, 2023 (most recent of 2 filings on file)
Total covered: 16 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $3,422 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,846 | $62,127+179.8% | $81,382+113.6% | $74,495+133.4% |
| Participation rate | 84.3% | 64.0%+20.3pp | 69.5%+14.8pp | 67.2%+17.1pp |
| Annual return | 16.57% | 16.48%+0.1pp | 24.73%-8.2pp | 1364.94%-1348.4pp |
| Employer contribution / active EE | $13,885 | $1,882+637.7% | $2,463+463.8% | $2,623+429.4% |
| Participant deferral / active EE | $10,796 | $3,229+234.3% | $3,883+178.0% | $4,346+148.4% |
| Admin fee / account holder | $24 | $1,934-98.8% | $5,768-99.6% | $1,942-98.8% |