Filed October 21, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $17,506 |
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 | $51,827 | $52,467-1.2% | $57,196-9.4% | $55,167-6.1% |
| Participation rate | 91.9% | 75.8%+16.1pp | 75.3%+16.6pp | 69.0%+23.0pp |
| Annual return | 6.05% | 7.72%-1.7pp | 14.59%-8.5pp | 169.23%-163.2pp |
| Employer contribution / active EE | $995 | $2,477-59.8% | $2,683-62.9% | $1,963-49.3% |
| Participant deferral / active EE | $1,305 | $2,830-53.9% | $3,096-57.9% | $3,054-57.3% |
| Admin fee / account holder | $4 | $269-98.5% | $3,141-99.9% | $504-99.2% |