Filed April 12, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $134 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $14,419 | $26,805-46.2% | $59,496-75.8% | $52,331-72.4% |
| Participation rate | 29.7% | 39.3%-9.6pp | 54.6%-24.8pp | 68.1%-38.4pp |
| Annual return | 3.28% | 2.61%+0.7pp | 182.05%-178.8pp | 4.54%-1.3pp |
| Employer contribution / active EE | $647 | $450+43.7% | $1,153-43.9% | $1,882-65.6% |
| Participant deferral / active EE | $1,134 | $916+23.7% | $1,829-38.0% | $3,022-62.5% |
| Admin fee / account holder | $69 | $305-77.5% | $2,232-96.9% | $592-88.4% |