Filed January 17, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $4,873 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,009 | $122,239-3.5% | $184,203-35.9% | $74,495+58.4% |
| Participation rate | 98.6% | 85.5%+13.1pp | 86.8%+11.8pp | 67.2%+31.4pp |
| Annual return | 17.72% | 19.95%-2.2pp | 28.81%-11.1pp | 1364.94%-1347.2pp |
| Employer contribution / active EE | $2,584 | $4,537-43.1% | $6,427-59.8% | $2,623-1.5% |
| Participant deferral / active EE | $11,064 | $7,139+55.0% | $9,131+21.2% | $4,346+154.6% |
| Admin fee / account holder | $32 | $1,260-97.5% | $13,901-99.8% | $1,942-98.4% |