Filed December 16, 2024 (most recent of 15 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $12,155 |
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 | $68,419 | $67,166+1.9% | $57,357+19.3% | $55,191+24.0% |
| Participation rate | 95.6% | 77.7%+17.9pp | 75.1%+20.5pp | 69.2%+26.5pp |
| Annual return | 2.33% | 4.22%-1.9pp | 24.41%-22.1pp | 10.78%-8.4pp |
| Employer contribution / active EE | $0 | $2,812-100.0% | $2,689-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $5,951 | $2,835+109.9% | $3,162+88.2% | $3,046+95.3% |
| Admin fee / account holder | $12 | $44-71.8% | $3,357-99.6% | $91-86.5% |