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 | $109,383 |
Service code 26 · EIN 45-3764090 | Advisory (Participants) | $67,066 |
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 | $79,790 | $37,203+114.5% | $154,110-48.2% | $55,727+43.2% |
| Participation rate | 96.4% | 64.1%+32.4pp | 83.0%+13.4pp | 70.9%+25.6pp |
| Annual return | -3.77% | 1320.03%-1323.8pp | 735.22%-739.0pp | 244.94%-248.7pp |
| Employer contribution / active EE | $4,112 | $1,614+154.7% | $5,298-22.4% | $2,078+97.8% |
| Participant deferral / active EE | $4,690 | $2,069+126.7% | $5,081-7.7% | $3,356+39.8% |
| Admin fee / account holder | $240 | $102+136.6% | $13,412-98.2% | $115+108.7% |