Filed September 23, 2024 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $1,200 |
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 | $25,207 | $37,196-32.2% | $154,108-83.6% | $55,725-54.8% |
| Participation rate | 93.8% | 64.1%+29.7pp | 83.0%+10.8pp | 70.9%+22.9pp |
| Annual return | 8.77% | 1319.68%-1310.9pp | 735.21%-726.4pp | 244.93%-236.2pp |
| Employer contribution / active EE | $1,408 | $1,614-12.8% | $5,298-73.4% | $2,078-32.3% |
| Participant deferral / active EE | $2,273 | $2,068+9.9% | $5,081-55.3% | $3,356-32.2% |
| Admin fee / account holder | $3 | $102-97.4% | $13,411-100.0% | $115-97.7% |