Filed September 6, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $32,538 |
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 | $31,036 | $37,463-17.2% | $77,100-59.7% | $66,949-53.6% |
| Participation rate | 98.2% | 52.9%+45.3pp | 67.9%+30.3pp | 69.8%+28.4pp |
| Annual return | -9.92% | -3.25%-6.7pp | 42.35%-52.3pp | 1.57%-11.5pp |
| Employer contribution / active EE | $2,583 | $1,535+68.3% | $2,815-8.2% | $2,545+1.5% |
| Participant deferral / active EE | $3,505 | $2,621+33.7% | $4,430-20.9% | $4,239-17.3% |
| Admin fee / account holder | $123 | $568-78.4% | $5,443-97.7% | $594-79.3% |