Filed October 5, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $70 |
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 | $30,806 | $55,453-44.4% | $170,439-81.9% | $62,293-50.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 18.00% | 21.38%-3.4pp | 205.94%-187.9pp | 28.90%-10.9pp |
| Employer contribution / active EE | $2,766 | $2,164+27.9% | $5,433-49.1% | $2,042+35.5% |
| Participant deferral / active EE | $4,874 | $2,303+111.6% | $4,939-1.3% | $3,169+53.8% |
| Admin fee / account holder | $106 | $455-76.7% | $13,881-99.2% | $479-77.9% |