Filed October 21, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $49,567 |
PRONVEST3 years Service code 26 · EIN 62-1823351 | Advisory (Participants) | $9,494 |
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 | $54,617 | $60,795-10.2% | $69,483-21.4% | $65,186-16.2% |
| Participation rate | 85.3% | 74.9%+10.5pp | 74.6%+10.7pp | 70.2%+15.1pp |
| Annual return | 13.31% | 17.46%-4.1pp | 28.99%-15.7pp | 29.39%-16.1pp |
| Employer contribution / active EE | $961 | $2,452-60.8% | $2,780-65.4% | $2,177-55.8% |
| Participant deferral / active EE | $1,991 | $3,162-37.0% | $3,537-43.7% | $3,514-43.3% |
| Admin fee / account holder | $60 | $314-80.8% | $3,841-98.4% | $847-92.9% |