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 | $76,153 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,225 | $91,762-60.5% | $67,502-46.3% | $77,643-53.3% |
| Participation rate | 82.1% | 75.9%+6.2pp | 72.9%+9.2pp | 70.6%+11.5pp |
| Annual return | 18.27% | 14.87%+3.4pp | 3512.12%-3493.9pp | 31.24%-13.0pp |
| Employer contribution / active EE | $2,221 | $3,181-30.2% | $2,731-18.7% | $2,726-18.5% |
| Participant deferral / active EE | $3,219 | $3,903-17.5% | $4,000-19.5% | $4,647-30.7% |
| Admin fee / account holder | $2 | $176-98.8% | $3,998-99.9% | $430-99.5% |