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 | $4,345 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,675 | $69,774+181.9% | $67,575+191.0% | $74,459+164.1% |
| Participation rate | 98.2% | 71.4%+26.8pp | 72.9%+25.3pp | 67.2%+30.9pp |
| Annual return | 19.31% | -40.53%+59.8pp | 3528.98%-3509.7pp | 1369.70%-1350.4pp |
| Employer contribution / active EE | $8,342 | $2,710+207.8% | $2,736+205.0% | $2,626+217.7% |
| Participant deferral / active EE | $5,721 | $3,636+57.3% | $4,003+42.9% | $4,350+31.5% |
| Admin fee / account holder | $21 | $890-97.7% | $3,993-99.5% | $1,945-98.9% |