Filed November 9, 2023
Total covered: 18 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $25,896 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,524 | $130,052-1.9% | $86,717+47.1% | $77,906+63.7% |
| Participation rate | 66.9% | 85.9%-19.0pp | 76.6%-9.7pp | 73.7%-6.8pp |
| Annual return | -6.64% | -12.73%+6.1pp | 35.97%-42.6pp | 12.16%-18.8pp |
| Employer contribution / active EE | $6,320 | $3,214+96.7% | $2,837+122.8% | $2,846+122.0% |
| Participant deferral / active EE | $4,788 | $5,741-16.6% | $4,657+2.8% | $4,805-0.4% |
| Admin fee / account holder | $14 | $132-89.7% | $7,494-99.8% | $133-89.8% |