Filed September 30, 2022 (most recent of 3 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $5,861 |
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 | $72,039 | $155,795-53.8% | $136,298-47.1% | $69,631+3.5% |
| Participation rate | 88.4% | 75.2%+13.1pp | 81.9%+6.4pp | 70.7%+17.7pp |
| Annual return | 18.77% | 232464.33%-232445.6pp | 5156.27%-5137.5pp | 27571.02%-27552.2pp |
| Employer contribution / active EE | $1,999 | $2,991-33.2% | $4,696-57.4% | $2,032-1.6% |
| Participant deferral / active EE | $7,105 | $5,394+31.7% | $6,247+13.7% | $3,224+120.4% |
| Admin fee / account holder | $222 | $128+72.8% | $9,244-97.6% | $110+100.7% |