Filed September 26, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 45-3764090 | Advisory (Participants) | $47,649 |
Filed as: BENEFIT PLANS ADMINSTRATIVE SVCS Service code 15 · EIN 16-1065416 | Recordkeeping | $41,478 |
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 | $66,551 | $37,117+79.3% | $147,618-54.9% | $55,191+20.6% |
| Participation rate | 96.3% | 63.6%+32.7pp | 84.6%+11.7pp | 69.2%+27.2pp |
| Annual return | -0.14% | 3.44%-3.6pp | 61.98%-62.1pp | 10.78%-10.9pp |
| Employer contribution / active EE | $3,281 | $1,620+102.5% | $5,564-41.0% | $1,899+72.8% |
| Participant deferral / active EE | $4,488 | $1,985+126.1% | $4,895-8.3% | $3,046+47.3% |
| Admin fee / account holder | $171 | $86+99.8% | $11,612-98.5% | $91+88.3% |