Filed June 26, 2025 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $159,727 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,118 | $45,000-19.7% | $143,801-74.9% | $77,906-53.6% |
| Participation rate | 93.8% | 66.8%+27.0pp | 80.3%+13.5pp | 73.7%+20.1pp |
| Annual return | -15.12% | 29.03%-44.1pp | -0.04%-15.1pp | 12.16%-27.3pp |
| Employer contribution / active EE | $4,342 | $1,870+132.2% | $4,952-12.3% | $2,846+52.5% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $5,639-100.0% | $4,805-100.0% |
| Admin fee / account holder | $54 | $98-45.2% | $14,680-99.6% | $133-59.3% |