Filed June 14, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $56,437 |
Employer contribution per participant 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 | $41,400 | $55,453-25.3% | $170,435-75.7% | $62,293-33.5% |
| Participation rate | 80.8% | 66.4%+14.4pp | 83.6%-2.8pp | 69.5%+11.3pp |
| Annual return | 13.67% | 21.38%-7.7pp | 205.94%-192.3pp | 28.90%-15.2pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,432-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,540 | $2,303+10.3% | $4,939-48.6% | $3,169-19.8% |
| Admin fee / account holder | $0 | $455-100.0% | $13,881-100.0% | $479-100.0% |