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 | $45,851 |
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 | $131,581 | $84,948+54.9% | $70,462+86.7% | $73,412+79.2% |
| Participation rate | 93.1% | 79.9%+13.1pp | 75.1%+18.0pp | 72.2%+20.9pp |
| Annual return | 18.65% | 13.39%+5.3pp | 109.08%-90.4pp | 59.30%-40.6pp |
| Employer contribution / active EE | $2,841 | $2,834+0.3% | $2,737+3.8% | $2,234+27.2% |
| Participant deferral / active EE | $4,517 | $3,387+33.4% | $3,710+21.8% | $3,806+18.7% |
| Admin fee / account holder | $138 | $98+41.2% | $3,845-96.4% | $158-12.3% |