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 | $3,735 |
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 | $116,191 | $57,976+100.4% | $63,018+84.4% | $62,293+86.5% |
| Participation rate | 98.5% | 75.9%+22.6pp | 74.8%+23.7pp | 69.5%+29.0pp |
| Annual return | 16.90% | 17.54%-0.6pp | 87.62%-70.7pp | 28.90%-12.0pp |
| Employer contribution / active EE | $6,480 | $2,415+168.4% | $2,761+134.7% | $2,042+217.3% |
| Participant deferral / active EE | $4,514 | $2,956+52.7% | $3,330+35.6% | $3,169+42.4% |
| Admin fee / account holder | $20 | $276-92.7% | $3,601-99.4% | $479-95.8% |