Filed July 12, 2022 (most recent of 2 filings on file)
Total covered: 2 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 24 · EIN 61-1256314 | Discretionary Trustee | $2,854 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $96,585 | $52,467+84.1% | $57,196+68.9% | $55,167+75.1% |
| Participation rate | 58.8% | 75.8%-17.0pp | 75.3%-16.5pp | 69.0%-10.2pp |
| Annual return | 9.53% | 7.72%+1.8pp | 14.59%-5.1pp | 169.23%-159.7pp |
| Employer contribution / active EE | $2,788 | $2,477+12.5% | $2,683+3.9% | $1,963+42.0% |
| Participant deferral / active EE | $3,459 | $2,830+22.2% | $3,096+11.7% | $3,054+13.3% |
| Admin fee / account holder | $0 | $269-100.0% | $3,141-100.0% | $504-100.0% |