Filed May 15, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $16,003 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $14,811 |
Service code 15 · EIN 41-0955056 | Recordkeeping | $10,773 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $18,544 | $56,918-67.4% | $182,558-89.8% | $65,186-71.6% |
| Participation rate | 91.3% | 66.5%+24.8pp | 78.0%+13.3pp | 70.2%+21.1pp |
| Annual return | 24.95% | 27.67%-2.7pp | 148.59%-123.6pp | 29.39%-4.4pp |
| Employer contribution / active EE | $2,246 | $1,615+39.1% | $4,076-44.9% | $2,177+3.2% |
| Participant deferral / active EE | $3,984 | $3,526+13.0% | $5,526-27.9% | $3,514+13.4% |
| Admin fee / account holder | $180 | $531-66.1% | $8,594-97.9% | $847-78.7% |