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 | $20,547 |
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 | $224,680 | $60,795+269.6% | $69,464+223.4% | $65,185+244.7% |
| Participation rate | 94.1% | 74.9%+19.3pp | 74.6%+19.5pp | 70.2%+23.9pp |
| Annual return | 20.42% | 17.46%+3.0pp | 28.98%-8.6pp | 29.38%-9.0pp |
| Employer contribution / active EE | $5,079 | $2,452+107.1% | $2,779+82.7% | $2,177+133.3% |
| Participant deferral / active EE | $7,107 | $3,162+124.8% | $3,536+101.0% | $3,514+102.3% |
| Admin fee / account holder | $134 | $314-57.4% | $3,840-96.5% | $847-84.2% |