Filed December 17, 2021 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 16 · EIN 45-4118952 | Consulting | $40,000 |
FID INV INST OPS CO9+ years Service code 37 · EIN 04-2647786 | Loan Processing | $19,715 |
BERRY DUNN2 years Service code 10 · EIN 01-0523282 | Accounting | $13,700 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,547 | $105,179+11.8% | $64,110+83.4% | $80,187+46.6% |
| Participation rate | 75.3% | 73.5%+1.8pp | 72.3%+3.0pp | 72.9%+2.4pp |
| Annual return | 17.07% | 20.34%-3.3pp | 33.75%-16.7pp | 40.40%-23.3pp |
| Employer contribution / active EE | $4,321 | $3,311+30.5% | $2,751+57.1% | $2,980+45.0% |
| Participant deferral / active EE | $6,368 | $4,020+58.4% | $3,883+64.0% | $5,016+26.9% |
| Admin fee / account holder | $38 | $113-66.4% | $3,071-98.8% | $145-73.8% |