Filed November 2, 2021
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $805 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $50,803 | $55,002-7.6% | $59,899-15.2% | $56,289-9.7% |
| Participation rate | 37.3% | 75.9%-38.6pp | 74.7%-37.4pp | 69.9%-32.5pp |
| Annual return | 9.95% | 1.13%+8.8pp | 3.46%+6.5pp | -9.96%+19.9pp |
| Employer contribution / active EE | $735 | $2,448-70.0% | $2,723-73.0% | $2,111-65.2% |
| Participant deferral / active EE | $1,621 | $3,121-48.1% | $3,403-52.4% | $3,350-51.6% |
| Admin fee / account holder | $73 | $236-69.1% | $3,592-98.0% | $521-86.0% |