Filed February 4, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $12,628 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,347 | $91,695-3.7% | $67,575+30.7% | $77,736+13.6% |
| Participation rate | 70.5% | 76.0%-5.6pp | 72.9%-2.5pp | 70.6%-0.1pp |
| Annual return | 13.92% | 14.88%-1.0pp | 3528.98%-3515.1pp | 31.26%-17.3pp |
| Employer contribution / active EE | $3,235 | $3,189+1.4% | $2,736+18.3% | $2,728+18.6% |
| Participant deferral / active EE | $4,341 | $3,912+10.9% | $4,003+8.4% | $4,651-6.7% |
| Admin fee / account holder | $247 | $245+0.9% | $3,993-93.8% | $433-43.0% |