Filed January 21, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $14,141 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $39,417 | $68,413-42.4% | $123,104-68.0% | $55,191-28.6% |
| Participation rate | 70.7% | 84.5%-13.8pp | 86.8%-16.1pp | 69.2%+1.5pp |
| Annual return | -2.48% | 6.30%-8.8pp | 13.22%-15.7pp | 10.78%-13.3pp |
| Employer contribution / active EE | $0 | $3,050-100.0% | $5,151-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $7,489 | $4,490+66.8% | $6,230+20.2% | $3,046+145.8% |
| Admin fee / account holder | $45 | $88-48.6% | $9,015-99.5% | $91-50.2% |