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 | $103,057 |
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 | $19,622 | $53,565-63.4% | $172,757-88.6% | $82,204-76.1% |
| Participation rate | 87.3% | 69.6%+17.7pp | 82.6%+4.7pp | 73.4%+13.9pp |
| Annual return | 21.77% | 31.42%-9.6pp | 803.06%-781.3pp | 26.31%-4.5pp |
| Employer contribution / active EE | $3,293 | $1,857+77.4% | $5,144-36.0% | $2,707+21.7% |
| Participant deferral / active EE | $0 | $3,006-100.0% | $5,198-100.0% | $4,246-100.0% |
| Admin fee / account holder | $12 | $61-79.7% | $13,956-99.9% | $76-83.5% |