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 | $3,955 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,254 | $60,989+166.0% | $60,919+166.3% | $66,949+142.4% |
| Participation rate | 93.9% | 74.5%+19.4pp | 73.1%+20.8pp | 69.8%+24.1pp |
| Annual return | -16.87% | -9.60%-7.3pp | 16.96%-33.8pp | 1.57%-18.4pp |
| Employer contribution / active EE | $7,895 | $2,661+196.7% | $2,704+192.0% | $2,545+210.2% |
| Participant deferral / active EE | $5,997 | $3,615+65.9% | $3,814+57.2% | $4,239+41.5% |
| Admin fee / account holder | $20 | $338-94.0% | $3,228-99.4% | $594-96.6% |