Filed March 23, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 47-0321480 | Trustee (bank, trust company, or simi... | $26,605 |
Service code 33 · EIN 13-4046432 | Sub-transfer agency fees; Securities ... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $47,883 | $37,196+28.7% | $154,114-68.9% | $55,725-14.1% |
| Participation rate | 95.1% | 64.1%+31.0pp | 83.0%+12.0pp | 70.9%+24.2pp |
| Annual return | 17.03% | 1319.68%-1302.6pp | 735.16%-718.1pp | 244.93%-227.9pp |
| Employer contribution / active EE | $1,657 | $1,614+2.6% | $5,298-68.7% | $2,078-20.3% |
| Participant deferral / active EE | $3,864 | $2,068+86.8% | $5,081-23.9% | $3,356+15.2% |
| Admin fee / account holder | $66 | $102-35.0% | $13,411-99.5% | $115-42.7% |