Filed July 26, 2016 (most recent of 9 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 35-1140070 | Contract Administrator | $118,725 |
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 | $25,160 | $56,095-55.1% | $178,498-85.9% | $90,274-72.1% |
| Participation rate | 73.4% | 65.6%+7.8pp | 81.9%-8.6pp | 73.4%0pp |
| Annual return | 19.49% | 28.81%-9.3pp | 151.09%-131.6pp | 53.97%-34.5pp |
| Employer contribution / active EE | $832 | $1,572-47.1% | $5,011-83.4% | $2,523-67.0% |
| Participant deferral / active EE | $3,004 | $2,669+12.6% | $5,202-42.2% | $4,231-29.0% |
| Admin fee / account holder | $66 | $101-34.7% | $13,985-99.5% | $114-42.4% |