Filed October 18, 2023
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| Provider | Service type | Compensation |
|---|---|---|
BAUTISTA, CHRIS C1 year Service code 11 4650 ARROW HWY STE A1 · MONTCLAIR, CA 917631212 | Actuarial | $0 |
Service code 15 · EIN 48-1205033 1809 24TH STREET · GREAT BEND, KS 67530 | Recordkeeping | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,135 | $41,016-41.2% | $152,093-84.1% | $64,097-62.3% |
| Participation rate | 95.9% | 51.3%+44.5pp | 77.8%+18.1pp | 55.2%+40.7pp |
| Annual return | 31.94% | 39.60%-7.7pp | 66.36%-34.4pp | 34.64%-2.7pp |
| Employer contribution / active EE | $2 | $1,342-99.9% | $4,175-100.0% | $1,891-99.9% |
| Participant deferral / active EE | $5,352 | $1,927+177.6% | $5,451-1.8% | $3,080+73.8% |
| Admin fee / account holder | $300 | $2,305-87.0% | $14,497-97.9% | $3,454-91.3% |