Filed February 15, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 35-1140070 | Contract Administrator | $25 |
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 | $41,260 | $65,322-36.8% | $70,476-41.5% | $73,493-43.9% |
| Participation rate | 96.1% | 77.0%+19.1pp | 75.1%+21.0pp | 70.7%+25.4pp |
| Annual return | 17.04% | 15.71%+1.3pp | 109.12%-92.1pp | 28.51%-11.5pp |
| Employer contribution / active EE | $2,352 | $2,460-4.4% | $2,738-14.1% | $2,270+3.6% |
| Participant deferral / active EE | $3,083 | $3,375-8.6% | $3,710-16.9% | $3,740-17.6% |
| Admin fee / account holder | $0 | $214-99.9% | $3,847-100.0% | $513-100.0% |