Filed May 1, 2024 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 11-3018002 | Advisory (Plan) | $26,314 |
Service code 37 · EIN 04-2647786 | Loan Processing | $22,139 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,923 | $63,745+61.5% | $98,442+4.6% | $79,386+29.6% |
| Participation rate | 32.3% | 69.9%-37.5pp | 73.3%-41.0pp | 70.7%-38.4pp |
| Annual return | 13.39% | 625.80%-612.4pp | 1492.73%-1479.3pp | 116.85%-103.5pp |
| Employer contribution / active EE | $960 | $2,557-62.5% | $2,960-67.6% | $2,427-60.5% |
| Participant deferral / active EE | $2,069 | $3,303-37.4% | $4,276-51.6% | $4,046-48.9% |
| Admin fee / account holder | $515 | $5160% | $5,949-91.3% | $626-17.7% |