Filed October 21, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $20,736 |
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 | $53,992 | $51,769+4.3% | $57,356-5.9% | $52,331+3.2% |
| Participation rate | 88.9% | 75.2%+13.7pp | 75.1%+13.8pp | 68.1%+20.8pp |
| Annual return | 0.53% | 2.43%-1.9pp | 24.41%-23.9pp | 4.54%-4.0pp |
| Employer contribution / active EE | $1,739 | $2,335-25.5% | $2,689-35.3% | $1,882-7.6% |
| Participant deferral / active EE | $1,600 | $2,794-42.7% | $3,162-49.4% | $3,022-47.1% |
| Admin fee / account holder | $5 | $295-98.4% | $3,357-99.9% | $592-99.2% |