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 | $4,250 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,356 | $65,582+179.6% | $64,097+186.1% | $71,529+156.3% |
| Participation rate | 96.8% | 73.2%+23.6pp | 72.3%+24.5pp | 67.9%+28.8pp |
| Annual return | 15.78% | 18.96%-3.2pp | 33.75%-18.0pp | 28.97%-13.2pp |
| Employer contribution / active EE | $7,825 | $2,671+193.0% | $2,750+184.5% | $2,590+202.1% |
| Participant deferral / active EE | $5,844 | $3,628+61.1% | $3,881+50.6% | $4,291+36.2% |
| Admin fee / account holder | $21 | $616-96.6% | $3,070-99.3% | $1,588-98.7% |