Filed August 8, 2024 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $44,637 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $251,210 | $69,745+260.2% | $67,511+272.1% | $74,546+237.0% |
| Participation rate | 95.1% | 71.3%+23.7pp | 72.9%+22.2pp | 67.2%+27.9pp |
| Annual return | 14.57% | -40.37%+54.9pp | 3517.41%-3502.8pp | 1366.03%-1351.5pp |
| Employer contribution / active EE | $6,621 | $2,705+144.8% | $2,733+142.3% | $2,624+152.3% |
| Participant deferral / active EE | $8,735 | $3,636+140.2% | $4,000+118.3% | $4,347+100.9% |
| Admin fee / account holder | $238 | $894-73.4% | $3,999-94.1% | $1,944-87.8% |