Filed January 4, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 17 · EIN 13-5674085 | Pension Consulting | $16,492 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $7,327 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,019 | $99,016+31.3% | $93,786+38.6% | $66,949+94.2% |
| Participation rate | 78.0% | 82.1%-4.1pp | 81.0%-3.0pp | 69.8%+8.2pp |
| Annual return | -10.40% | -14.59%+4.2pp | -11.32%+0.9pp | 1.57%-12.0pp |
| Employer contribution / active EE | $9,718 | $4,769+103.8% | $4,328+124.5% | $2,545+281.8% |
| Participant deferral / active EE | $141 | $6,689-97.9% | $6,100-97.7% | $4,239-96.7% |
| Admin fee / account holder | $225 | $477-52.9% | $7,184-96.9% | $594-62.1% |