Filed September 18, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $95,073 |
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 | $150,798 | $88,324+70.7% | $115,038+31.1% | $55,191+173.2% |
| Participation rate | 92.8% | 72.5%+20.2pp | 81.4%+11.4pp | 69.2%+23.6pp |
| Annual return | -0.38% | 6.30%-6.7pp | 26.14%-26.5pp | 10.78%-11.2pp |
| Employer contribution / active EE | $5,924 | $2,805+111.2% | $4,608+28.6% | $1,899+212.0% |
| Participant deferral / active EE | $8,575 | $5,042+70.1% | $6,026+42.3% | $3,046+181.5% |
| Admin fee / account holder | $6 | $105-93.8% | $8,175-99.9% | $91-92.9% |