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 | $69,708+260.4% | $67,560+271.8% | $74,478+237.3% |
| Participation rate | 95.1% | 71.4%+23.6pp | 72.9%+22.1pp | 67.2%+27.8pp |
| Annual return | 14.57% | -40.67%+55.2pp | 3533.50%-3518.9pp | 1370.56%-1356.0pp |
| Employer contribution / active EE | $6,621 | $2,715+143.9% | $2,737+141.9% | $2,626+152.1% |
| Participant deferral / active EE | $8,735 | $3,637+140.2% | $4,004+118.1% | $4,350+100.8% |
| Admin fee / account holder | $238 | $887-73.2% | $3,994-94.1% | $1,946-87.8% |