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 | $99,293 |
Annual investment return 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 | $157,495 | $155,795+1.1% | $136,298+15.6% | $69,631+126.2% |
| Participation rate | 92.8% | 75.2%+17.5pp | 81.9%+10.9pp | 70.7%+22.1pp |
| Annual return | 15.06% | 232464.33%-232449.3pp | 5156.27%-5141.2pp | 27571.02%-27556.0pp |
| Employer contribution / active EE | $5,884 | $2,991+96.7% | $4,696+25.3% | $2,032+189.6% |
| Participant deferral / active EE | $8,494 | $5,394+57.5% | $6,247+36.0% | $3,224+163.5% |
| Admin fee / account holder | $6 | $128-95.3% | $9,244-99.9% | $110-94.5% |