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 | $17,224 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,697 | $55,002+268.5% | $59,899+238.4% | $56,289+260.1% |
| Participation rate | 93.3% | 75.9%+17.4pp | 74.7%+18.6pp | 69.9%+23.4pp |
| Annual return | -2.44% | 1.13%-3.6pp | 3.46%-5.9pp | -9.96%+7.5pp |
| Employer contribution / active EE | $5,090 | $2,448+108.0% | $2,723+87.0% | $2,111+141.1% |
| Participant deferral / active EE | $6,851 | $3,121+119.5% | $3,402+101.4% | $3,350+104.5% |
| Admin fee / account holder | $116 | $236-50.9% | $3,592-96.8% | $521-77.8% |