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 | $386,418 |
Service code 15 · EIN 13-1624203 | Recordkeeping | $13,002 |
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 | $131,772 | $105,581+24.8% | $70,492+86.9% | $90,274+46.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.1%+24.9pp | 73.4%+26.6pp |
| Annual return | 12.92% | 14.78%-1.9pp | 109.16%-96.2pp | 53.97%-41.1pp |
| Employer contribution / active EE | $5,835 | $3,304+76.6% | $2,738+113.1% | $2,523+131.2% |
| Participant deferral / active EE | $8,235 | $3,813+116.0% | $3,711+121.9% | $4,231+94.7% |
| Admin fee / account holder | $48 | $68-29.5% | $3,848-98.8% | $114-58.3% |