Filed September 6, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $12,077 |
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 | $39,712 | $79,694-50.2% | $96,171-58.7% | $79,391-50.0% |
| Participation rate | 97.4% | 54.0%+43.5pp | 68.4%+29.0pp | 70.7%+26.7pp |
| Annual return | 23.57% | 40.84%-17.3pp | 192.04%-168.5pp | 116.88%-93.3pp |
| Employer contribution / active EE | $2,325 | $1,443+61.1% | $2,799-16.9% | $2,428-4.3% |
| Participant deferral / active EE | $3,145 | $2,539+23.9% | $4,350-27.7% | $4,046-22.3% |
| Admin fee / account holder | $53 | $630-91.6% | $5,538-99.0% | $627-91.6% |