Filed November 6, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $53,040 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $32,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $178,943 | $51,620+246.7% | $90,304+98.2% | $65,185+174.5% |
| Participation rate | 91.9% | 68.6%+23.3pp | 73.3%+18.7pp | 70.2%+21.7pp |
| Annual return | 22.63% | 24.94%-2.3pp | 78.13%-55.5pp | 29.38%-6.8pp |
| Employer contribution / active EE | $14,594 | $2,235+553.1% | $2,855+411.2% | $2,177+570.5% |
| Participant deferral / active EE | $11,830 | $2,871+312.1% | $3,885+204.5% | $3,514+236.6% |
| Admin fee / account holder | $359 | $384-6.6% | $5,354-93.3% | $847-57.6% |