Filed October 17, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $67,242 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,055 | $60,989-45.8% | $60,874-45.7% | $66,914-50.6% |
| Participation rate | 68.2% | 74.5%-6.3pp | 73.1%-4.9pp | 69.8%-1.6pp |
| Annual return | -15.82% | -9.60%-6.2pp | 16.90%-32.7pp | 1.58%-17.4pp |
| Employer contribution / active EE | $1,997 | $2,661-24.9% | $2,701-26.1% | $2,544-21.5% |
| Participant deferral / active EE | $2,343 | $3,615-35.2% | $3,817-38.6% | $4,237-44.7% |
| Admin fee / account holder | $1 | $338-99.6% | $3,224-100.0% | $593-99.8% |