Filed November 18, 2024 (most recent of 3 filings on file)
Total covered: 10 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $30,480 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,853 | $55,446-33.5% | $155,574-76.3% | $74,429-50.5% |
| Participation rate | 35.5% | 61.9%-26.4pp | 78.2%-42.7pp | 67.2%-31.7pp |
| Annual return | 12.16% | 269.20%-257.0pp | 64.87%-52.7pp | 1368.38%-1356.2pp |
| Employer contribution / active EE | $1,231 | $2,266-45.7% | $4,676-73.7% | $2,625-53.1% |
| Participant deferral / active EE | $1,849 | $2,836-34.8% | $5,629-67.2% | $4,348-57.5% |
| Admin fee / account holder | $51 | $1,743-97.1% | $15,914-99.7% | $1,944-97.4% |