Filed May 29, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $19,921 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $14,110 | $46,360-69.6% | $147,617-90.4% | $52,331-73.0% |
| Participation rate | 59.2% | 64.9%-5.7pp | 84.6%-25.4pp | 68.1%-8.9pp |
| Annual return | -3.12% | 1.62%-4.7pp | 61.98%-65.1pp | 4.54%-7.7pp |
| Employer contribution / active EE | $508 | $2,126-76.1% | $5,564-90.9% | $1,882-73.0% |
| Participant deferral / active EE | $1,301 | $2,258-42.4% | $4,895-73.4% | $3,022-57.0% |
| Admin fee / account holder | $8 | $766-99.0% | $11,612-99.9% | $592-98.7% |