Filed May 20, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $24,776 |
Filed as: GREENWOOD CAPITAL ASSOCIATES, LLC Service code 27 · EIN 57-1123518 | Advisory (Plan) | $17,899 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,022 | $50,860-41.0% | $155,574-80.7% | $77,714-61.4% |
| Participation rate | 71.6% | 63.1%+8.4pp | 78.2%-6.6pp | 70.6%+1.0pp |
| Annual return | 13.36% | 34.86%-21.5pp | 64.87%-51.5pp | 31.26%-17.9pp |
| Employer contribution / active EE | $953 | $1,991-52.1% | $4,676-79.6% | $2,727-65.0% |
| Participant deferral / active EE | $1,784 | $2,825-36.8% | $5,629-68.3% | $4,649-61.6% |
| Admin fee / account holder | $149 | $436-65.9% | $15,914-99.1% | $433-65.7% |