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 | $8,546 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,287 | $86,655-18.9% | $119,609-41.2% | $66,914+5.0% |
| Participation rate | 97.7% | 75.6%+22.2pp | 79.3%+18.5pp | 69.8%+27.9pp |
| Annual return | -16.06% | -8.00%-8.1pp | -14.97%-1.1pp | 1.58%-17.6pp |
| Employer contribution / active EE | $1,932 | $2,536-23.8% | $4,232-54.3% | $2,544-24.1% |
| Participant deferral / active EE | $6,168 | $4,358+41.5% | $5,602+10.1% | $4,237+45.6% |
| Admin fee / account holder | $48 | $755-93.6% | $10,323-99.5% | $593-91.8% |