Filed July 14, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $4,377 |
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 | $61,743 | $73,102-15.5% | $123,549-50.0% | $56,287+9.7% |
| Participation rate | 80.2% | 74.3%+5.9pp | 82.3%-2.1pp | 69.9%+10.3pp |
| Annual return | -5.27% | 3.01%-8.3pp | 119.20%-124.5pp | -9.96%+4.7pp |
| Employer contribution / active EE | $3,736 | $2,977+25.5% | $4,628-19.3% | $2,111+77.0% |
| Participant deferral / active EE | $4,706 | $5,423-13.2% | $6,426-26.8% | $3,350+40.5% |
| Admin fee / account holder | $20 | $554-96.4% | $9,284-99.8% | $521-96.2% |