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 | $22,767 |
Service code 26 · EIN 20-1090152 | Advisory (Participants) | $5,607 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $20,657 | $55,453-62.7% | $170,435-87.9% | $62,293-66.8% |
| Participation rate | 48.6% | 66.4%-17.8pp | 83.6%-35.0pp | 69.5%-20.9pp |
| Annual return | 19.72% | 21.38%-1.7pp | 205.94%-186.2pp | 28.90%-9.2pp |
| Employer contribution / active EE | $1,206 | $2,164-44.2% | $5,432-77.8% | $2,042-40.9% |
| Participant deferral / active EE | $0 | $2,303-100.0% | $4,939-100.0% | $3,169-100.0% |
| Admin fee / account holder | $54 | $455-88.2% | $13,881-99.6% | $479-88.8% |