Filed April 19, 2023 (most recent of 4 filings on file)
Total covered: 230 employees
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 82 DEVONSHIRE STREET KW1C · BOSTON, MA 02109 | Loan Processing | $133,305 |
JEFFREY SLOCUM & ASSOCIATES2+ years Filed as: JEFFREY SLOCUM & ASSOCIATES INC Service code 27 · EIN 41-1567437 43 SE MAIN STREET · MINNEAPOLIS, MN 554021844 | Advisory (Plan) | $43,750 |
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 | $52,577 | $49,270+6.7% | $156,551-66.4% | $329,111-84.0% |
| Participation rate | 91.9% | 68.1%+23.8pp | 84.0%+7.9pp | 67.9%+24.1pp |
| Annual return | 9.40% | 23.25%-13.8pp | 32.23%-22.8pp | 16.35%-6.9pp |
| Employer contribution / active EE | $3,149 | $1,534+105.2% | $5,501-42.8% | $2,303+36.7% |
| Participant deferral / active EE | $4,449 | $2,920+52.4% | $4,871-8.7% | $3,682+20.8% |
| Admin fee / account holder | $9 | $51-82.5% | $13,028-99.9% | $754-98.8% |