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 | $11,347 |
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 | $68,153 | $81,474-16.4% | $133,956-49.1% | $73,488-7.3% |
| Participation rate | 98.9% | 76.4%+22.6pp | 79.8%+19.1pp | 70.7%+28.2pp |
| Annual return | 16.28% | 19.40%-3.1pp | 45.09%-28.8pp | 28.51%-12.2pp |
| Employer contribution / active EE | $1,823 | $2,209-17.5% | $3,919-53.5% | $2,270-19.7% |
| Participant deferral / active EE | $4,800 | $3,786+26.8% | $5,048-4.9% | $3,740+28.4% |
| Admin fee / account holder | $55 | $713-92.3% | $8,927-99.4% | $513-89.3% |