Filed December 21, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CHEMICAL BANK4 years Service code 12 · EIN 38-0415896 | Recordkeeping fees; Claims processing... | $2,250 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,291 | $69,159+19.0% | $125,192-34.3% | $67,579+21.8% |
| Participation rate | 81.5% | 78.2%+3.3pp | 79.8%+1.7pp | 71.3%+10.2pp |
| Annual return | 24.08% | 27.12%-3.0pp | 43.79%-19.7pp | 378.56%-354.5pp |
| Employer contribution / active EE | $2,369 | $2,023+17.1% | $3,866-38.7% | $2,148+10.3% |
| Participant deferral / active EE | $2,994 | $3,700-19.1% | $4,937-39.4% | $3,539-15.4% |
| Admin fee / account holder | $17 | $142-88.0% | $9,704-99.8% | $142-88.1% |