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 | $11,627 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,385 | $88,083+0.3% | $164,813-46.4% | $74,495+18.6% |
| Participation rate | 99.0% | 73.0%+25.9pp | 78.6%+20.4pp | 67.2%+31.8pp |
| Annual return | 11.78% | 17.26%-5.5pp | 69.93%-58.1pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $1,975 | $2,593-23.8% | $4,341-54.5% | $2,623-24.7% |
| Participant deferral / active EE | $7,068 | $4,498+57.1% | $6,031+17.2% | $4,346+62.6% |
| Admin fee / account holder | $53 | $2,234-97.6% | $12,690-99.6% | $1,942-97.3% |