Filed February 1, 2023 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,901 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,073 | $130,294-74.6% | $170,043-80.6% | $71,511-53.8% |
| Participation rate | 79.2% | 86.2%-7.0pp | 87.0%-7.8pp | 67.9%+11.3pp |
| Annual return | 17.67% | 20.36%-2.7pp | 53.40%-35.7pp | 28.86%-11.2pp |
| Employer contribution / active EE | $0 | $4,385-100.0% | $6,790-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $3,572 | $6,928-48.4% | $10,410-65.7% | $4,291-16.7% |
| Admin fee / account holder | $207 | $966-78.5% | $12,824-98.4% | $1,588-86.9% |