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 | $48,857 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,137 | $56,540-4.2% | $185,849-70.9% | $86,821-37.6% |
| Participation rate | 89.5% | 65.5%+24.0pp | 81.7%+7.8pp | 72.3%+17.2pp |
| Annual return | 16.69% | 118.20%-101.5pp | 122.10%-105.4pp | 97.94%-81.2pp |
| Employer contribution / active EE | $1,373 | $1,844-25.6% | $5,169-73.4% | $2,406-42.9% |
| Participant deferral / active EE | $3,110 | $2,555+21.7% | $5,569-44.2% | $4,132-24.7% |
| Admin fee / account holder | $33 | $150-77.9% | $16,244-99.8% | $170-80.5% |