Filed November 20, 2024 (most recent of 7 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $85,772 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $26,801 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $0 | $380,165-100.0% | $369,410-100.0% | $286,788-100.0% |
| Participation rate | 0.0% | 36.6%-36.6pp | 29.4%-29.4pp | 37.6%-37.6pp |
| Annual return | -2.89% | 8.08%-11.0pp | 8.29%-11.2pp | 9.30%-12.2pp |
| Employer contribution / active EE | $0 | $44,987-100.0% | $40,774-100.0% | $43,748-100.0% |
| Participant deferral / active EE | $0 | $27-100.0% | $26-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $4,690-100.0% | $4,495-100.0% | $12,596-100.0% |