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 | $166,787 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,186 | $50,127-15.8% | $149,673-71.8% | $80,160-47.4% |
| Participation rate | 93.2% | 64.3%+28.9pp | 78.8%+14.4pp | 72.9%+20.2pp |
| Annual return | 16.85% | 29.82%-13.0pp | 134.42%-117.6pp | 40.38%-23.5pp |
| Employer contribution / active EE | $4,632 | $1,865+148.4% | $4,818-3.9% | $2,978+55.6% |
| Participant deferral / active EE | $0 | $3,194-100.0% | $5,680-100.0% | $5,017-100.0% |
| Admin fee / account holder | $50 | $153-67.4% | $13,210-99.6% | $145-65.6% |