Filed January 23, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $149,829 |
Filed as: INVEST FIN CORP INS AGENCY INC Service code 55 2440 SANDY PLAINS RD BLDG 23 · MARIETTA, GA 30066 | Other Commissions | $131,817 |
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 | $39,577 | $37,213+6.4% | $156,551-74.7% | $63,975-38.1% |
| Participation rate | 96.5% | 65.0%+31.6pp | 84.0%+12.5pp | 71.1%+25.4pp |
| Annual return | 6.32% | 47.89%-41.6pp | 32.23%-25.9pp | 48.65%-42.3pp |
| Employer contribution / active EE | $1,812 | $1,357+33.6% | $5,501-67.1% | $2,182-16.9% |
| Participant deferral / active EE | $1,730 | $2,070-16.4% | $4,871-64.5% | $3,356-48.5% |
| Admin fee / account holder | $64 | $56+14.0% | $13,028-99.5% | $70-8.8% |