Filed October 10, 2024 (most recent of 8 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $100 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,070 | $63,964-88.9% | $147,618-95.2% | $67,505-89.5% |
| Participation rate | 86.5% | 68.6%+17.9pp | 84.6%+1.9pp | 71.2%+15.3pp |
| Annual return | -1.54% | 9.05%-10.6pp | 61.98%-63.5pp | 6.52%-8.1pp |
| Employer contribution / active EE | $2,960 | $1,618+82.9% | $5,564-46.8% | $2,173+36.2% |
| Participant deferral / active EE | $0 | $2,589-100.0% | $4,895-100.0% | $3,597-100.0% |
| Admin fee / account holder | $0 | $43-100.0% | $11,612-100.0% | $56-100.0% |