Filed October 17, 2024 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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.
Auditor declined to express an opinion - 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% | $60,919-45.7% | $66,949-50.6% |
| Participation rate | 68.2% | 74.5%-6.3pp | 73.1%-4.9pp | 69.8%-1.7pp |
| Annual return | -15.82% | -9.60%-6.2pp | 16.96%-32.8pp | 1.57%-17.4pp |
| Employer contribution / active EE | $1,997 | $2,661-24.9% | $2,704-26.1% | $2,545-21.5% |
| Participant deferral / active EE | $2,343 | $3,615-35.2% | $3,814-38.6% | $4,239-44.7% |
| Admin fee / account holder | $1 | $338-99.6% | $3,228-100.0% | $594-99.8% |