Filed October 24, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $3,750 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,886 | $52,467+86.6% | $57,196+71.1% | $55,167+77.4% |
| Participation rate | 95.4% | 75.8%+19.5pp | 75.3%+20.1pp | 69.0%+26.4pp |
| Annual return | -0.78% | 7.72%-8.5pp | 14.59%-15.4pp | 169.23%-170.0pp |
| Employer contribution / active EE | $6,761 | $2,477+172.9% | $2,683+152.0% | $1,963+244.5% |
| Participant deferral / active EE | $4,707 | $2,830+66.3% | $3,096+52.0% | $3,054+54.1% |
| Admin fee / account holder | $20 | $269-92.4% | $3,141-99.4% | $504-96.0% |