Filed April 3, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $4,954 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,216 | $88,087+1.3% | $164,866-45.9% | $74,546+19.7% |
| Participation rate | 97.2% | 73.1%+24.1pp | 78.6%+18.6pp | 67.2%+29.9pp |
| Annual return | 17.47% | 17.27%+0.2pp | 69.97%-52.5pp | 1366.03%-1348.6pp |
| Employer contribution / active EE | $1,674 | $2,595-35.5% | $4,343-61.5% | $2,624-36.2% |
| Participant deferral / active EE | $5,214 | $4,499+15.9% | $6,033-13.6% | $4,347+19.9% |
| Admin fee / account holder | $406 | $2,232-81.8% | $12,689-96.8% | $1,944-79.1% |