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 | $69,774+260.0% | $67,561+271.8% | $74,429+237.5% |
| Participation rate | 95.1% | 71.4%+23.7pp | 72.9%+22.2pp | 67.2%+27.8pp |
| Annual return | 14.57% | -40.53%+55.1pp | 3525.44%-3510.9pp | 1368.38%-1353.8pp |
| Employer contribution / active EE | $6,621 | $2,710+144.3% | $2,735+142.1% | $2,625+152.2% |
| Participant deferral / active EE | $8,735 | $3,636+140.2% | $4,003+118.2% | $4,348+100.9% |
| Admin fee / account holder | $238 | $890-73.3% | $4,006-94.1% | $1,944-87.8% |