Filed January 3, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 31-1360674 | Recordkeeping | $4,275 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $335,759 | $98,982+239.2% | $162,177+107.0% | $65,185+415.1% |
| Participation rate | 99.2% | 85.8%+13.4pp | 87.6%+11.6pp | 70.2%+29.0pp |
| Annual return | 25.52% | 24.84%+0.7pp | 115.60%-90.1pp | 29.38%-3.9pp |
| Employer contribution / active EE | $19,847 | $3,467+472.5% | $5,613+253.6% | $2,177+811.8% |
| Participant deferral / active EE | $8,341 | $5,384+54.9% | $7,297+14.3% | $3,514+137.4% |
| Admin fee / account holder | $31 | $596-94.8% | $10,843-99.7% | $847-96.3% |