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 | $4,005 |
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 | $190,725 | $74,706+155.3% | $75,731+151.8% | $79,389+140.2% |
| Participation rate | 99.3% | 75.3%+24.0pp | 74.8%+24.5pp | 70.7%+28.6pp |
| Annual return | 35.70% | 18.52%+17.2pp | 104.65%-68.9pp | 116.89%-81.2pp |
| Employer contribution / active EE | $7,613 | $2,590+194.0% | $2,743+177.5% | $2,428+213.6% |
| Participant deferral / active EE | $5,468 | $3,533+54.8% | $3,820+43.2% | $4,046+35.2% |
| Admin fee / account holder | $21 | $374-94.4% | $3,620-99.4% | $626-96.6% |