Filed June 26, 2025 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $195,700 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,956 | $53,204-15.5% | $155,556-71.1% | $200,096-77.5% |
| Participation rate | 94.3% | 64.1%+30.2pp | 78.2%+16.0pp | 72.0%+22.2pp |
| Annual return | 12.58% | 41.02%-28.4pp | 64.84%-52.3pp | 34.26%-21.7pp |
| Employer contribution / active EE | $5,345 | $1,850+188.9% | $4,675+14.3% | $3,038+76.0% |
| Participant deferral / active EE | $0 | $3,163-100.0% | $5,631-100.0% | $5,090-100.0% |
| Admin fee / account holder | $54 | $186-71.1% | $15,885-99.7% | $269-80.1% |