Filed October 16, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $17,431 |
Service code 26 · EIN 20-1090152 | Advisory (Participants) | $5,129 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $18,123 | $46,732-61.2% | $156,551-88.4% | $55,167-67.1% |
| Participation rate | 50.0% | 65.8%-15.8pp | 84.0%-34.0pp | 69.0%-19.0pp |
| Annual return | 7.48% | 17.72%-10.2pp | 32.23%-24.7pp | 169.23%-161.8pp |
| Employer contribution / active EE | $1,097 | $2,105-47.9% | $5,501-80.1% | $1,963-44.1% |
| Participant deferral / active EE | $0 | $2,204-100.0% | $4,871-100.0% | $3,054-100.0% |
| Admin fee / account holder | $59 | $418-85.9% | $13,028-99.5% | $504-88.3% |