Filed March 29, 2022 (most recent of 5 filings on file)
Total covered: 5 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 26-0058143 | Advisory (Plan) | $25,628 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$4,059 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,445 | $125,797-50.4% | $170,028-63.3% | $75,181-16.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 20.98% | 27.20%-6.2pp | 53.39%-32.4pp | 160.69%-139.7pp |
| Employer contribution / active EE | $5,284 | $4,616+14.5% | $6,788-22.1% | $2,671+97.9% |
| Participant deferral / active EE | $4,832 | $6,838-29.3% | $10,409-53.6% | $4,126+17.1% |
| Admin fee / account holder | $159 | $8,177-98.1% | $12,820-98.8% | $5,650-97.2% |