Filed December 13, 2018 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 06-1050034 | Plan Administrator | $29,755 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,898 | $91,695+53.7% | $67,575+108.5% | $77,736+81.3% |
| Participation rate | 87.8% | 76.0%+11.8pp | 72.9%+14.9pp | 70.6%+17.2pp |
| Annual return | 14.30% | 14.88%-0.6pp | 3528.98%-3514.7pp | 31.26%-17.0pp |
| Employer contribution / active EE | $3,265 | $3,189+2.4% | $2,736+19.3% | $2,728+19.7% |
| Participant deferral / active EE | $5,318 | $3,912+35.9% | $4,003+32.8% | $4,651+14.4% |
| Admin fee / account holder | $61 | $245-75.2% | $3,993-98.5% | $433-86.0% |