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 | $27,375 |
Service code 49 · EIN 04-2530412 | Other Services | $11,319 |
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 | $93,775 | $70,083+33.8% | $59,887+56.6% | $55,725+68.3% |
| Participation rate | 42.2% | 78.4%-36.1pp | 74.7%-32.5pp | 70.9%-28.6pp |
| Annual return | -3.22% | 3.13%-6.3pp | 3.46%-6.7pp | 244.93%-248.1pp |
| Employer contribution / active EE | $2,839 | $2,878-1.4% | $2,722+4.3% | $2,078+36.6% |
| Participant deferral / active EE | $2,375 | $3,079-22.8% | $3,402-30.2% | $3,356-29.2% |
| Admin fee / account holder | $37 | $70-47.6% | $3,591-99.0% | $115-68.0% |