Filed April 23, 2024 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 16 · EIN 04-2647786 | Consulting | $193,774 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $59,405 | $63,259-6.1% | $178,510-66.7% | $93,223-36.3% |
| Participation rate | 65.7% | 72.1%-6.4pp | 81.9%-16.2pp | 74.9%-9.2pp |
| Annual return | 9.11% | 19.93%-10.8pp | 151.13%-142.0pp | 19.29%-10.2pp |
| Employer contribution / active EE | $459 | $1,865-75.4% | $5,011-90.8% | $2,680-82.9% |
| Participant deferral / active EE | $0 | $3,372-100.0% | $5,202-100.0% | $4,563-100.0% |
| Admin fee / account holder | $21 | $58-64.4% | $13,988-99.9% | $79-73.9% |