Filed March 1, 2022 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$54,036 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,663 | $104,281+11.9% | $140,016-16.7% | $68,904+69.3% |
| Participation rate | 98.5% | 89.1%+9.3pp | 87.5%+11.0pp | 74.1%+24.3pp |
| Annual return | -2.68% | -1.33%-1.4pp | 651.12%-653.8pp | 1.07%-3.8pp |
| Employer contribution / active EE | $3,439 | $4,070-15.5% | $5,606-38.7% | $2,540+35.4% |
| Participant deferral / active EE | $5,593 | $6,129-8.7% | $6,927-19.3% | $4,015+39.3% |
| Admin fee / account holder | -$11 | $79-114.4% | $10,705-100.1% | $71-115.9% |