Filed January 6, 2023 (most recent of 2 filings on file)
Total covered: 15 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Account maintenance fees; Distributio... | $80,088 |
GRANT THORNTON LLP5+ years Service code 10 · EIN 36-6055558 | Accounting | $22,525 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $45,279 | $62,928-28.0% | $172,739-73.8% | $67,579-33.0% |
| Participation rate | 98.6% | 64.5%+34.2pp | 82.6%+16.0pp | 71.3%+27.4pp |
| Annual return | 26.71% | 30.36%-3.6pp | 802.84%-776.1pp | 378.56%-351.8pp |
| Employer contribution / active EE | $5,106 | $1,636+212.1% | $5,143-0.7% | $2,148+137.7% |
| Participant deferral / active EE | $5,329 | $2,145+148.5% | $5,198+2.5% | $3,539+50.6% |
| Admin fee / account holder | $106 | $167-36.3% | $13,954-99.2% | $142-25.4% |