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 | $98,533 |
Service code 26 · EIN 45-3764090 | Advisory (Participants) | $60,477 |
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 | $86,578 | $46,182+87.5% | $170,435-49.2% | $69,634+24.3% |
| Participation rate | 97.7% | 63.9%+33.8pp | 83.6%+14.1pp | 70.7%+27.0pp |
| Annual return | 23.14% | 21.40%+1.7pp | 205.94%-182.8pp | 27572.26%-27549.1pp |
| Employer contribution / active EE | $4,133 | $1,610+156.7% | $5,432-23.9% | $2,032+103.4% |
| Participant deferral / active EE | $4,746 | $2,081+128.1% | $4,939-3.9% | $3,224+47.2% |
| Admin fee / account holder | $227 | $116+95.8% | $13,881-98.4% | $110+105.6% |