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 | $110,200 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,162 | $52,346-53.8% | $143,797-83.2% | $78,104-69.1% |
| Participation rate | 87.9% | 72.7%+15.2pp | 80.3%+7.6pp | 74.5%+13.4pp |
| Annual return | -16.04% | -14.19%-1.8pp | -0.04%-16.0pp | 10.90%-26.9pp |
| Employer contribution / active EE | $0 | $2,131-100.0% | $4,952-100.0% | $3,128-100.0% |
| Participant deferral / active EE | $0 | $3,800-100.0% | $5,638-100.0% | $5,089-100.0% |
| Admin fee / account holder | $15 | $63-75.8% | $14,679-99.9% | $79-80.6% |