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 | $360,777 |
Service code 15 · EIN 13-1624203 | Recordkeeping | $5,296 |
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 | $120,535 | $204,517-41.1% | $69,480+73.5% | $77,775+55.0% |
| Participation rate | 100.0% | 74.6%+25.4pp | 74.6%+25.4pp | 73.2%+26.8pp |
| Annual return | 18.23% | 22.10%-3.9pp | 28.99%-10.8pp | 32.58%-14.3pp |
| Employer contribution / active EE | $9,081 | $3,548+156.0% | $2,780+226.7% | $2,504+262.7% |
| Participant deferral / active EE | $8,248 | $3,478+137.1% | $3,537+133.2% | $3,966+108.0% |
| Admin fee / account holder | $45 | $101-55.0% | $3,840-98.8% | $100-54.8% |