Filed February 12, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 30-0219031 | Recordkeeping | $80,550 |
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 | $77,929 | $69,305+12.4% | $82,312-5.3% | $69,631+11.9% |
| Participation rate | 97.1% | 80.3%+16.9pp | 76.9%+20.2pp | 70.7%+26.4pp |
| Annual return | 18.29% | 21.47%-3.2pp | 25.88%-7.6pp | 27571.02%-27552.7pp |
| Employer contribution / active EE | $1,149 | $1,887-39.1% | $2,428-52.7% | $2,032-43.4% |
| Participant deferral / active EE | $2,432 | $3,568-31.9% | $3,706-34.4% | $3,224-24.6% |
| Admin fee / account holder | $136 | $97+40.0% | $5,608-97.6% | $110+23.2% |