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 | $32,289 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,168 | $60,989+228.2% | $60,906+228.6% | $66,938+199.0% |
| Participation rate | 94.4% | 74.5%+20.0pp | 73.1%+21.3pp | 69.8%+24.6pp |
| Annual return | -13.89% | -9.60%-4.3pp | 16.94%-30.8pp | 1.58%-15.5pp |
| Employer contribution / active EE | $5,915 | $2,661+122.3% | $2,703+118.8% | $2,545+132.4% |
| Participant deferral / active EE | $7,821 | $3,615+116.4% | $3,814+105.1% | $4,238+84.5% |
| Admin fee / account holder | $178 | $338-47.4% | $3,227-94.5% | $594-70.0% |