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) | $24,552 |
Service code 37 · EIN 04-2647786 | Loan Processing | $19,695 |
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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,826 | $51,223+34.4% | $82,763-16.8% | $66,949+2.8% |
| Participation rate | 36.9% | 67.9%-31.0pp | 72.6%-35.7pp | 69.8%-33.0pp |
| Annual return | -14.58% | -9.85%-4.7pp | 702.45%-717.0pp | 1.57%-16.2pp |
| Employer contribution / active EE | $862 | $2,611-67.0% | $3,008-71.3% | $2,545-66.1% |
| Participant deferral / active EE | $1,954 | $3,460-43.5% | $4,395-55.5% | $4,239-53.9% |
| Admin fee / account holder | $425 | $415+2.4% | $5,325-92.0% | $594-28.3% |