Filed April 11, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $45,156 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,645 | $61,166-63.0% | $185,849-87.8% | $79,391-71.5% |
| Participation rate | 95.1% | 66.6%+28.5pp | 81.7%+13.4pp | 70.7%+24.4pp |
| Annual return | 13.57% | 19.45%-5.9pp | 122.10%-108.5pp | 116.88%-103.3pp |
| Employer contribution / active EE | $3,520 | $2,321+51.7% | $5,169-31.9% | $2,428+45.0% |
| Participant deferral / active EE | $3,109 | $2,789+11.5% | $5,569-44.2% | $4,046-23.2% |
| Admin fee / account holder | $184 | $710-74.1% | $16,244-98.9% | $627-70.7% |