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 | $65,201 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,366 | $65,582-43.0% | $64,101-41.7% | $71,511-47.7% |
| Participation rate | 67.6% | 73.2%-5.5pp | 72.3%-4.7pp | 67.9%-0.3pp |
| Annual return | 9.61% | 18.96%-9.4pp | 33.72%-24.1pp | 28.86%-19.2pp |
| Employer contribution / active EE | $2,580 | $2,671-3.4% | $2,749-6.1% | $2,589-0.4% |
| Participant deferral / active EE | $2,612 | $3,628-28.0% | $3,881-32.7% | $4,291-39.1% |
| Admin fee / account holder | $1 | $616-99.8% | $3,070-100.0% | $1,588-99.9% |