Filed October 24, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 04-2647786 | Recordkeeping | $4,180 |
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 | $131,588 | $60,795+116.4% | $69,483+89.4% | $65,186+101.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 74.6%+25.4pp | 70.2%+29.8pp |
| Annual return | 7.41% | 17.46%-10.0pp | 28.99%-21.6pp | 29.39%-22.0pp |
| Employer contribution / active EE | $7,246 | $2,452+195.5% | $2,780+160.7% | $2,177+232.9% |
| Participant deferral / active EE | $4,790 | $3,162+51.5% | $3,537+35.4% | $3,514+36.3% |
| Admin fee / account holder | $22 | $314-93.1% | $3,841-99.4% | $847-97.4% |