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 | $167,091 |
INVEST FINANCIAL CORPORATION2 years Filed as: INVEST FIN CORP INS AGENCY INC Service code 55 2440 SANDY PLAINS RD BLDG 23 · MARIETTA, GA 30066 | Other Commissions | $147,767 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $44,283 | $44,989-1.6% | $170,435-74.0% | $77,958-43.2% |
| Participation rate | 95.9% | 64.6%+31.3pp | 83.6%+12.3pp | 71.6%+24.2pp |
| Annual return | 12.72% | 19.61%-6.9pp | 205.94%-193.2pp | 20.87%-8.1pp |
| Employer contribution / active EE | $386 | $1,466-73.7% | $5,432-92.9% | $2,310-83.3% |
| Participant deferral / active EE | $522 | $2,208-76.4% | $4,939-89.4% | $3,537-85.2% |
| Admin fee / account holder | $74 | $69+7.9% | $13,881-99.5% | $97-23.6% |