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 | $2,013 |
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 | $79,233 | $86,692-8.6% | $119,634-33.8% | $66,949+18.3% |
| Participation rate | 91.7% | 75.6%+16.1pp | 79.3%+12.5pp | 69.8%+21.9pp |
| Annual return | -14.24% | -8.00%-6.2pp | -14.98%+0.7pp | 1.57%-15.8pp |
| Employer contribution / active EE | $1,719 | $2,536-32.2% | $4,232-59.4% | $2,545-32.5% |
| Participant deferral / active EE | $5,018 | $4,360+15.1% | $5,601-10.4% | $4,239+18.4% |
| Admin fee / account holder | $341 | $755-54.8% | $10,329-96.7% | $594-42.5% |