Filed April 28, 2021 (most recent of 2 filings on file)
Total covered: 6 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $93,382 |
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 | $90,852 | $56,503+60.8% | $69,884+30.0% | $64,819+40.2% |
| Participation rate | 90.2% | 70.5%+19.7pp | 70.5%+19.7pp | 71.5%+18.8pp |
| Annual return | -5.39% | -13.44%+8.0pp | 190.81%-196.2pp | 32.84%-38.2pp |
| Employer contribution / active EE | $4,689 | $2,046+129.2% | $2,560+83.2% | $2,507+87.1% |
| Participant deferral / active EE | $2,721 | $3,389-19.7% | $3,848-29.3% | $4,311-36.9% |
| Admin fee / account holder | $129 | $160-19.4% | $6,266-97.9% | $188-31.2% |