Filed October 4, 2021 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $38,491 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,139 | $47,180-4.3% | $149,723-69.9% | $74,473-39.4% |
| Participation rate | 90.9% | 63.4%+27.4pp | 78.8%+12.1pp | 70.7%+20.1pp |
| Annual return | 20.40% | 22.75%-2.3pp | 134.50%-114.1pp | 34.36%-14.0pp |
| Employer contribution / active EE | $2,412 | $1,907+26.5% | $4,821-50.0% | $2,638-8.6% |
| Participant deferral / active EE | $3,165 | $2,730+15.9% | $5,682-44.3% | $4,530-30.1% |
| Admin fee / account holder | $17 | $343-95.0% | $13,215-99.9% | $347-95.1% |