Filed April 11, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $56,108 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,017 | $65,092-70.8% | $143,799-86.8% | $66,938-71.6% |
| Participation rate | 99.1% | 65.2%+33.9pp | 80.3%+18.7pp | 69.8%+29.2pp |
| Annual return | -17.92% | -11.14%-6.8pp | -0.04%-17.9pp | 1.58%-19.5pp |
| Employer contribution / active EE | $3,675 | $2,362+55.6% | $4,952-25.8% | $2,545+44.4% |
| Participant deferral / active EE | $2,955 | $2,920+1.2% | $5,638-47.6% | $4,238-30.3% |
| Admin fee / account holder | $186 | $502-62.9% | $14,677-98.7% | $594-68.6% |