Filed December 9, 2020 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $128,676 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,870 | $46,292+16.4% | $143,757-62.5% | $64,808-16.9% |
| Participation rate | 85.4% | 64.2%+21.2pp | 80.3%+5.1pp | 71.5%+13.9pp |
| Annual return | -14.75% | -10.05%-4.7pp | -0.04%-14.7pp | 32.82%-47.6pp |
| Employer contribution / active EE | $2,119 | $1,910+10.9% | $4,951-57.2% | $2,506-15.4% |
| Participant deferral / active EE | $3,711 | $2,646+40.3% | $5,637-34.2% | $4,310-13.9% |
| Admin fee / account holder | $123 | $154-20.2% | $14,673-99.2% | $188-34.7% |