Filed May 17, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $9,181 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,749 | $86,332-29.6% | $125,175-51.5% | $65,185-6.8% |
| Participation rate | 98.9% | 75.3%+23.6pp | 79.8%+19.1pp | 70.2%+28.7pp |
| Annual return | 21.88% | 27.43%-5.5pp | 43.79%-21.9pp | 29.38%-7.5pp |
| Employer contribution / active EE | $1,703 | $2,040-16.5% | $3,865-56.0% | $2,177-21.8% |
| Participant deferral / active EE | $4,705 | $3,537+33.0% | $4,937-4.7% | $3,514+33.9% |
| Admin fee / account holder | $48 | $609-92.2% | $9,702-99.5% | $847-94.4% |