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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $251,210 | $69,763+260.1% | $67,502+272.1% | $74,495+237.2% |
| Participation rate | 95.1% | 71.4%+23.7pp | 72.9%+22.2pp | 67.2%+27.9pp |
| Annual return | 14.57% | -40.34%+54.9pp | 3512.12%-3497.6pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $6,621 | $2,704+144.9% | $2,731+142.4% | $2,623+152.4% |
| Participant deferral / active EE | $8,735 | $3,636+140.2% | $4,000+118.4% | $4,346+101.0% |
| Admin fee / account holder | $238 | $896-73.5% | $3,998-94.1% | $1,942-87.8% |