Filed May 29, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $13,555 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,141 | $46,173-80.2% | $170,435-94.6% | $69,631-86.9% |
| Participation rate | 93.9% | 63.9%+30.0pp | 83.6%+10.3pp | 70.7%+23.2pp |
| Annual return | 14.70% | 21.62%-6.9pp | 205.94%-191.2pp | 27571.02%-27556.3pp |
| Employer contribution / active EE | $471 | $1,610-70.7% | $5,432-91.3% | $2,032-76.8% |
| Participant deferral / active EE | $1,840 | $2,080-11.6% | $4,939-62.8% | $3,224-42.9% |
| Admin fee / account holder | $43 | $116-62.8% | $13,881-99.7% | $110-60.9% |