Filed July 20, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $45,834 |
CROWE LLP1+ years Filed as: CROWE HORWATH, LLP Service code 15 · EIN 35-0924680 | Recordkeeping | $300 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,138 | $70,667-2.2% | $123,104-43.8% | $52,331+32.1% |
| Participation rate | 100.0% | 83.7%+16.3pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | -1.47% | 6.23%-7.7pp | 13.22%-14.7pp | 4.54%-6.0pp |
| Employer contribution / active EE | $3,304 | $2,946+12.2% | $5,151-35.9% | $1,882+75.6% |
| Participant deferral / active EE | $3,854 | $4,493-14.2% | $6,230-38.1% | $3,022+27.5% |
| Admin fee / account holder | $208 | $506-59.0% | $9,015-97.7% | $592-64.9% |