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 | $88,203+1.1% | $165,100-46.0% | $74,478+19.8% |
| Participation rate | 97.2% | 73.1%+24.0pp | 78.6%+18.5pp | 67.2%+29.9pp |
| Annual return | 17.47% | 17.13%+0.3pp | 70.21%-52.7pp | 1370.56%-1353.1pp |
| Employer contribution / active EE | $1,674 | $2,601-35.6% | $4,348-61.5% | $2,626-36.3% |
| Participant deferral / active EE | $5,214 | $4,505+15.7% | $6,035-13.6% | $4,350+19.9% |
| Admin fee / account holder | $406 | $2,235-81.8% | $12,696-96.8% | $1,946-79.1% |