Filed November 7, 2023 (most recent of 2 filings on file)
Total covered: 37 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Account maintenan... | $275,177 |
Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $350 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $50,948 | $45,382+12.3% | $154,107-66.9% | $75,289-32.3% |
| Participation rate | 100.0% | 65.9%+34.1pp | 83.0%+17.0pp | 72.4%+27.6pp |
| Annual return | 9.21% | -0.47%+9.7pp | 735.12%-725.9pp | -0.04%+9.2pp |
| Employer contribution / active EE | $1,484 | $1,533-3.2% | $5,298-72.0% | $2,405-38.3% |
| Participant deferral / active EE | $3,333 | $2,384+39.8% | $5,081-34.4% | $3,739-10.9% |
| Admin fee / account holder | $233 | $89+160.4% | $13,411-98.3% | $102+127.4% |