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 | $23,988 |
HAYS COMPANIES1 year Filed as: HAYS FINANCIAL GROUP LLC Service code 27 · EIN 41-1931920 | Advisory (Plan) | $22,716 |
Service code 15 · EIN 41-0955056 | Recordkeeping | $7,414 |
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 | $29,887 | $70,879-57.8% | $189,575-84.2% | $79,391-62.4% |
| Participation rate | 96.6% | 68.0%+28.6pp | 78.4%+18.1pp | 70.7%+25.8pp |
| Annual return | 15.25% | 20.70%-5.5pp | 64.19%-48.9pp | 116.88%-101.6pp |
| Employer contribution / active EE | $2,310 | $1,806+27.9% | $4,412-47.6% | $2,428-4.9% |
| Participant deferral / active EE | $4,251 | $4,081+4.2% | $6,174-31.1% | $4,046+5.1% |
| Admin fee / account holder | $251 | $647-61.3% | $9,806-97.4% | $627-60.0% |