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 | $29,383 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,169 | $50,902-27.0% | $155,534-76.1% | $77,736-52.2% |
| Participation rate | 93.2% | 63.1%+30.1pp | 78.2%+15.0pp | 70.6%+22.6pp |
| Annual return | 17.54% | 34.85%-17.3pp | 64.92%-47.4pp | 31.26%-13.7pp |
| Employer contribution / active EE | $1,722 | $1,991-13.5% | $4,675-63.2% | $2,728-36.9% |
| Participant deferral / active EE | $3,538 | $2,824+25.3% | $5,630-37.2% | $4,651-23.9% |
| Admin fee / account holder | $66 | $437-84.8% | $15,900-99.6% | $433-84.7% |