Filed September 6, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $33,374 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,488 | $41,150-11.3% | $80,627-54.7% | $71,511-49.0% |
| Participation rate | 98.3% | 50.3%+48.0pp | 67.0%+31.3pp | 67.9%+30.4pp |
| Annual return | 11.87% | 38.48%-26.6pp | 936.76%-924.9pp | 28.86%-17.0pp |
| Employer contribution / active EE | $3,062 | $1,515+102.1% | $2,723+12.5% | $2,589+18.3% |
| Participant deferral / active EE | $4,057 | $2,701+50.2% | $4,443-8.7% | $4,291-5.4% |
| Admin fee / account holder | $122 | $1,841-93.4% | $5,381-97.7% | $1,588-92.3% |