Filed August 12, 2022 (most recent of 100 filings on file)
Total covered: 3,111 employees
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $2,249,789 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,666 | $69,651+158.0% | $81,367+120.8% | $69,651+158.0% |
| Participation rate | 94.7% | 66.6%+28.1pp | 82.3%+12.4pp | 66.6%+28.1pp |
| Annual return | 0.07% | 53.77%-53.7pp | -0.92%+1.0pp | 53.77%-53.7pp |
| Employer contribution / active EE | $3,380 | $2,241+50.8% | $3,930-14.0% | $2,241+50.8% |
| Participant deferral / active EE | $6,486 | $3,635+78.4% | $5,383+20.5% | $3,635+78.4% |
| Admin fee / account holder | $27 | $63-57.2% | $8,926-99.7% | $63-57.2% |