Filed November 2, 2022 (most recent of 2 filings on file)
Total covered: 4,501 employees
| Provider | Service type | Compensation |
|---|---|---|
Service code 16 · EIN 13-3954297 | Consulting | $28,668 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $477,209-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 0.0%0pp |
| Annual return | 13.95% | 24.77%-10.8pp | -2.84%+16.8pp | 12.86%+1.1pp |
| Employer contribution / active EE | $4,254 | $13,270-67.9% | $33,329-87.2% | $13,687-68.9% |
| Participant deferral / active EE | $0 | $799-100.0% | $51-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $2,475-100.0% | - |