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 | $64,705+397.5% | $62,929+411.6% | $67,986+373.5% |
| Participation rate | 98.9% | 65.6%+33.3pp | 73.1%+25.8pp | 57.2%+41.7pp |
| Annual return | 11.46% | 20.31%-8.8pp | 1063.93%-1052.5pp | 31.67%-20.2pp |
| Employer contribution / active EE | $7,571 | $2,376+218.7% | $2,505+202.3% | $2,019+275.0% |
| Participant deferral / active EE | $9,039 | $3,198+182.7% | $3,888+132.5% | $3,358+169.2% |
| Admin fee / account holder | $235 | $1,428-83.5% | $5,065-95.4% | $3,203-92.7% |