Filed June 26, 2025 (most recent of 3 filings on file)
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| 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 | $53,216-15.5% | $155,534-71.1% | $199,960-77.5% |
| Participation rate | 94.3% | 64.1%+30.1pp | 78.2%+16.0pp | 72.0%+22.3pp |
| Annual return | 12.58% | 41.18%-28.6pp | 64.92%-52.3pp | 34.28%-21.7pp |
| Employer contribution / active EE | $5,345 | $1,848+189.2% | $4,675+14.3% | $3,036+76.1% |
| Participant deferral / active EE | $0 | $3,164-100.0% | $5,630-100.0% | $5,087-100.0% |
| Admin fee / account holder | $54 | $186-71.1% | $15,900-99.7% | $269-80.1% |