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 | $2,433 |
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 | $91,264 | $83,090+9.8% | $130,062-29.8% | $71,529+27.6% |
| Participation rate | 91.9% | 74.1%+17.8pp | 78.5%+13.4pp | 67.9%+24.0pp |
| Annual return | 20.51% | 20.61%-0.1pp | -137.37%+157.9pp | 28.97%-8.5pp |
| Employer contribution / active EE | $1,961 | $2,624-25.2% | $4,322-54.6% | $2,590-24.3% |
| Participant deferral / active EE | $6,104 | $4,436+37.6% | $5,821+4.9% | $4,291+42.2% |
| Admin fee / account holder | $349 | $1,727-79.8% | $10,601-96.7% | $1,588-78.1% |