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 | $6,274 |
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 | $26,807 | $35,986-25.5% | $77,552-65.4% | $73,497-63.5% |
| Participation rate | 72.3% | 40.8%+31.4pp | 54.2%+18.1pp | 70.7%+1.6pp |
| Annual return | 20.96% | 19.26%+1.7pp | 54.82%-33.9pp | 28.51%-7.6pp |
| Employer contribution / active EE | $2,343 | $557+320.3% | $987+137.5% | $2,270+3.2% |
| Participant deferral / active EE | $2,927 | $1,198+144.4% | $1,861+57.3% | $3,740-21.7% |
| Admin fee / account holder | $251 | $466-46.1% | $2,859-91.2% | $513-51.1% |