Filed October 1, 2020
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 13-1624203 | Contract Administrator | $60,288 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,652 | $50,860-43.7% | $155,574-81.6% | $77,714-63.1% |
| Participation rate | 96.3% | 63.1%+33.2pp | 78.2%+18.1pp | 70.6%+25.7pp |
| Annual return | 13.19% | 34.86%-21.7pp | 64.87%-51.7pp | 31.26%-18.1pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,676-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $3,802 | $2,825+34.6% | $5,629-32.5% | $4,649-18.2% |
| Admin fee / account holder | $63 | $436-85.5% | $15,914-99.6% | $433-85.4% |