Filed April 22, 2025 (most recent of 4 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 73 · EIN 01-0233346 | Other insurance fees and expenses | $14,465 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $0 | $19,623-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.0%0pp |
| Annual return | -0.81% | 3.11%-3.9pp | -0.97%+0.2pp | 3.11%-3.9pp |
| Employer contribution / active EE | $11,701 | $9,361+25.0% | $22,441-47.9% | $9,361+25.0% |
| Participant deferral / active EE | $0 | $375-100.0% | $183-100.0% | $375-100.0% |
| Admin fee / account holder | $0 | $0 | $2,730-100.0% | - |