Filed June 1, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $60,436 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $321,922 | $65,072+394.7% | $66,439+384.5% | $65,306+392.9% |
| Participation rate | 98.9% | 69.1%+29.9pp | 74.5%+24.4pp | 57.7%+41.3pp |
| Annual return | 11.46% | 21.50%-10.0pp | 757.66%-746.2pp | 21.94%-10.5pp |
| Employer contribution / active EE | $7,571 | $2,475+205.9% | $2,637+187.1% | $1,967+284.8% |
| Participant deferral / active EE | $9,039 | $3,234+179.5% | $3,876+133.2% | $2,959+205.5% |
| Admin fee / account holder | $235 | $1,323-82.2% | $6,173-96.2% | $3,480-93.2% |