Filed October 4, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $55,226 |
KRILOGY FINANCIAL LLC1 year Filed as: KRILOGY FINANCIAL Service code 16 · EIN 26-3835498 | Consulting | $26,737 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,770 | $50,860-0.2% | $155,574-67.4% | $77,714-34.7% |
| Participation rate | 95.5% | 63.1%+32.4pp | 78.2%+17.3pp | 70.6%+24.9pp |
| Annual return | 16.25% | 34.86%-18.6pp | 64.87%-48.6pp | 31.26%-15.0pp |
| Employer contribution / active EE | $2,801 | $1,991+40.7% | $4,676-40.1% | $2,727+2.7% |
| Participant deferral / active EE | $3,476 | $2,825+23.1% | $5,629-38.2% | $4,649-25.2% |
| Admin fee / account holder | $26 | $436-94.0% | $15,914-99.8% | $433-94.0% |