Filed January 5, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1503696 | Recordkeeping | $44,964 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,594 | $102,661-22.5% | $151,639-47.5% | $66,938+18.9% |
| Participation rate | 96.3% | 85.5%+10.7pp | 87.5%+8.8pp | 69.8%+26.5pp |
| Annual return | -16.99% | -10.81%-6.2pp | 3.34%-20.3pp | 1.58%-18.6pp |
| Employer contribution / active EE | $2,671 | $4,184-36.2% | $6,165-56.7% | $2,545+4.9% |
| Participant deferral / active EE | $5,196 | $6,645-21.8% | $8,363-37.9% | $4,238+22.6% |
| Admin fee / account holder | $261 | $630-58.7% | $11,613-97.8% | $594-56.1% |