Filed January 4, 2024 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $250 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,234 | $50,860+40.1% | $155,574-54.2% | $77,714-8.3% |
| Participation rate | 92.3% | 63.1%+29.2pp | 78.2%+14.1pp | 70.6%+21.8pp |
| Annual return | 10.98% | 34.86%-23.9pp | 64.87%-53.9pp | 31.26%-20.3pp |
| Employer contribution / active EE | $2,511 | $1,991+26.1% | $4,676-46.3% | $2,727-7.9% |
| Participant deferral / active EE | $3,332 | $2,825+18.0% | $5,629-40.8% | $4,649-28.3% |
| Admin fee / account holder | $169 | $436-61.4% | $15,914-98.9% | $433-61.1% |