Filed October 1, 2020
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 13-1624203 | Contract Administrator | $48,174 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,766 | $47,163-47.5% | $149,696-83.5% | $74,460-66.7% |
| Participation rate | 97.1% | 63.4%+33.6pp | 78.8%+18.3pp | 70.7%+26.3pp |
| Annual return | 19.86% | 22.75%-2.9pp | 134.46%-114.6pp | 34.38%-14.5pp |
| Employer contribution / active EE | $0 | $1,907-100.0% | $4,821-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $3,600 | $2,730+31.9% | $5,682-36.6% | $4,530-20.5% |
| Admin fee / account holder | $52 | $343-84.7% | $13,212-99.6% | $348-84.9% |