Filed June 22, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $84,164 |
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 | $70,703 | $83,884-15.7% | $64,099+10.3% | $74,440-5.0% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.3%+27.7pp | 70.7%+29.3pp |
| Annual return | 14.68% | 16.57%-1.9pp | 33.70%-19.0pp | 34.37%-19.7pp |
| Employer contribution / active EE | $3,040 | $3,084-1.4% | $2,748+10.6% | $2,638+15.2% |
| Participant deferral / active EE | $3,800 | $3,692+2.9% | $3,881-2.1% | $4,529-16.1% |
| Admin fee / account holder | $47 | $196-76.2% | $3,070-98.5% | $348-86.6% |