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 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,225 | $91,692-60.5% | $67,561-46.4% | $77,714-53.4% |
| Participation rate | 82.1% | 76.0%+6.0pp | 72.9%+9.2pp | 70.6%+11.5pp |
| Annual return | 18.27% | 14.88%+3.4pp | 3525.44%-3507.2pp | 31.26%-13.0pp |
| Employer contribution / active EE | $2,221 | $3,188-30.3% | $2,735-18.8% | $2,727-18.6% |
| Participant deferral / active EE | $3,219 | $3,912-17.7% | $4,003-19.6% | $4,649-30.8% |
| Admin fee / account holder | $2 | $245-99.1% | $4,006-99.9% | $433-99.5% |