Filed September 19, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $39,141 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,372 | $129,227+28.7% | $184,256-9.7% | $77,762+114.0% |
| Participation rate | 99.4% | 87.4%+12.0pp | 86.8%+12.6pp | 70.6%+28.8pp |
| Annual return | 16.52% | 33.24%-16.7pp | 28.85%-12.3pp | 31.27%-14.8pp |
| Employer contribution / active EE | $11,437 | $4,412+159.2% | $6,427+77.9% | $2,728+319.2% |
| Participant deferral / active EE | $9,808 | $7,307+34.2% | $9,133+7.4% | $4,651+110.9% |
| Admin fee / account holder | $93 | $256-63.6% | $13,899-99.3% | $433-78.5% |