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 | $431,511 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,677 | $98,780+20.1% | $60,919+94.8% | $77,906+52.3% |
| Participation rate | 100.0% | 76.7%+23.3pp | 73.1%+26.9pp | 73.7%+26.3pp |
| Annual return | -12.66% | -11.56%-1.1pp | 16.98%-29.6pp | 12.16%-24.8pp |
| Employer contribution / active EE | $8,180 | $3,605+126.9% | $2,704+202.5% | $2,846+187.4% |
| Participant deferral / active EE | $8,123 | $4,200+93.4% | $3,814+112.9% | $4,805+69.0% |
| Admin fee / account holder | $52 | $89-41.2% | $3,226-98.4% | $133-60.7% |