Filed September 26, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS ADMINSTRATIVE SVCS Service code 15 · EIN 16-1503696 | Recordkeeping | $59,714 |
Service code 26 · EIN 45-3764090 | Advisory (Participants) | $18,237 |
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 | $66,159 | $36,926+79.2% | $156,551-57.7% | $57,661+14.7% |
| Participation rate | 93.4% | 63.4%+29.9pp | 84.0%+9.3pp | 70.2%+23.1pp |
| Annual return | 7.83% | 12.38%-4.5pp | 32.23%-24.4pp | 5.13%+2.7pp |
| Employer contribution / active EE | $3,817 | $1,571+143.0% | $5,501-30.6% | $1,974+93.4% |
| Participant deferral / active EE | $4,172 | $1,926+116.6% | $4,871-14.4% | $3,061+36.3% |
| Admin fee / account holder | $176 | $83+113.6% | $13,028-98.6% | $95+86.4% |