Filed December 17, 2021 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Filed as: INVESTMENT MANAGEMENT & CONSULTING Service code 16 · EIN 01-0488404 | Consulting | $30,000 |
BERRY DUNN1 year Filed as: BERRYDUNN Service code 10 · EIN 01-0523282 | Accounting | $11,415 |
FID INV INST OPS CO3+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$79,615 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,468 | $92,091-11.5% | $63,018+29.3% | $77,958+4.5% |
| Participation rate | 80.2% | 74.5%+5.7pp | 74.8%+5.4pp | 71.6%+8.5pp |
| Annual return | 16.40% | 16.23%+0.2pp | 87.63%-71.2pp | 20.87%-4.5pp |
| Employer contribution / active EE | $3,927 | $3,424+14.7% | $2,761+42.3% | $2,310+70.0% |
| Participant deferral / active EE | $5,175 | $3,361+54.0% | $3,330+55.4% | $3,537+46.3% |
| Admin fee / account holder | -$19 | $48-140.5% | $3,601-100.5% | $97-119.9% |