Filed December 8, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $412,930 |
Service code 15 · EIN 13-1624203 | Recordkeeping | $7,608 |
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 | $105,473 | $87,173+21.0% | $59,899+76.1% | $75,289+40.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 74.7%+25.3pp | 72.4%+27.6pp |
| Annual return | -3.33% | -2.14%-1.2pp | 3.46%-6.8pp | -0.04%-3.3pp |
| Employer contribution / active EE | $7,450 | $3,473+114.5% | $2,723+173.6% | $2,405+209.8% |
| Participant deferral / active EE | $6,523 | $3,379+93.0% | $3,403+91.7% | $3,739+74.5% |
| Admin fee / account holder | $53 | $75-29.4% | $3,592-98.5% | $102-48.4% |