Filed May 18, 2022 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 20-4751585 | Other Services | $15,000 |
Service code 49 · EIN 04-2530412 | Other Services | $8,094 |
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 | $101,578 | $74,552+36.3% | $63,018+61.2% | $69,631+45.9% |
| Participation rate | 40.8% | 78.3%-37.5pp | 74.8%-34.0pp | 70.7%-29.9pp |
| Annual return | 15.51% | 15.77%-0.3pp | 87.62%-72.1pp | 27571.02%-27555.5pp |
| Employer contribution / active EE | $2,686 | $2,929-8.3% | $2,761-2.7% | $2,032+32.2% |
| Participant deferral / active EE | $2,223 | $2,974-25.3% | $3,330-33.2% | $3,224-31.1% |
| Admin fee / account holder | $26 | $59-55.6% | $3,601-99.3% | $110-76.1% |