Filed September 13, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $111,182 |
SLOCUM & ASSOCIATES1 year Service code 27 · EIN 41-1567437 | Advisory (Plan) | $25,470 |
REDPATH AND COMPANY1 year Filed as: REDPATH & CO Service code 10 · EIN 15-0428714 | Accounting | $20,900 |
US BANK1 year Service code 28 · EIN 31-0841363 | Investment Management | $16,989 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,818 | $54,392+87.2% | $84,753+20.1% | $63,975+59.2% |
| Participation rate | 98.4% | 76.9%+21.6pp | 76.6%+21.8pp | 71.1%+27.3pp |
| Annual return | 25.08% | 611.38%-586.3pp | 22.78%+2.3pp | 48.65%-23.6pp |
| Employer contribution / active EE | $2,971 | $2,943+1.0% | $3,574-16.9% | $2,182+36.2% |
| Participant deferral / active EE | $0 | $2,593-100.0% | $3,712-100.0% | $3,356-100.0% |
| Admin fee / account holder | $57 | $136-57.7% | $5,333-98.9% | $70-18.4% |