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 | $65,084+394.6% | $67,681+375.6% | $64,340+400.3% |
| Participation rate | 98.9% | 66.7%+32.2pp | 73.7%+25.2pp | 55.2%+43.7pp |
| Annual return | 11.46% | 20.50%-9.0pp | 590.58%-579.1pp | 24.14%-12.7pp |
| Employer contribution / active EE | $7,571 | $2,398+215.7% | $2,678+182.7% | $1,862+306.7% |
| Participant deferral / active EE | $9,039 | $3,210+181.6% | $3,976+127.4% | $2,980+203.3% |
| Admin fee / account holder | $235 | $1,415-83.4% | $6,100-96.1% | $3,703-93.6% |