Filed October 21, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $19,767 |
PRONVEST1 year Service code 26 · EIN 62-1823351 | Advisory (Participants) | $5,719 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $56,363 | $57,976-2.8% | $63,018-10.6% | $62,293-9.5% |
| Participation rate | 88.2% | 75.9%+12.3pp | 74.8%+13.4pp | 69.5%+18.7pp |
| Annual return | 11.41% | 17.54%-6.1pp | 87.62%-76.2pp | 28.90%-17.5pp |
| Employer contribution / active EE | $734 | $2,415-69.6% | $2,761-73.4% | $2,042-64.1% |
| Participant deferral / active EE | $1,691 | $2,956-42.8% | $3,330-49.2% | $3,169-46.6% |
| Admin fee / account holder | $37 | $276-86.5% | $3,601-99.0% | $479-92.2% |