Filed July 3, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 35-1140070 | Contract Administrator | $35 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $21,962 | $43,338-49.3% | $59,887-63.3% | $64,173-65.8% |
| Participation rate | 56.9% | 69.2%-12.3pp | 74.7%-17.8pp | 69.6%-12.7pp |
| Annual return | 11.74% | -1.55%+13.3pp | 3.46%+8.3pp | 7.63%+4.1pp |
| Employer contribution / active EE | $597 | $2,030-70.6% | $2,722-78.1% | $2,381-74.9% |
| Participant deferral / active EE | $2,050 | $2,547-19.5% | $3,402-39.7% | $3,470-40.9% |
| Admin fee / account holder | $6 | $3,007-99.8% | $3,591-99.8% | $4,887-99.9% |