Filed February 15, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 04-2530412 | Other Fees | $6,154 |
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 | $123,092 | $45,082+173.0% | $69,464+77.2% | $72,975+68.7% |
| Participation rate | 74.7% | 68.5%+6.2pp | 74.6%+0.1pp | 69.5%+5.2pp |
| Annual return | 16.11% | 22.66%-6.5pp | 28.98%-12.9pp | 81.01%-64.9pp |
| Employer contribution / active EE | $1,603 | $2,055-22.0% | $2,779-42.3% | $2,440-34.3% |
| Participant deferral / active EE | $4,579 | $2,604+75.8% | $3,536+29.5% | $3,608+26.9% |
| Admin fee / account holder | $44 | $3,057-98.6% | $3,840-98.9% | $5,124-99.1% |