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 | $2,420,735 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,374 | $329,111-43.1% | $88,497+111.7% | $329,111-43.1% |
| Participation rate | 95.9% | 67.9%+28.0pp | 82.4%+13.5pp | 67.9%+28.0pp |
| Annual return | 9.16% | 16.35%-7.2pp | 7.63%+1.5pp | 16.35%-7.2pp |
| Employer contribution / active EE | $3,659 | $2,303+58.9% | $4,036-9.3% | $2,303+58.9% |
| Participant deferral / active EE | $7,076 | $3,682+92.2% | $4,899+44.4% | $3,682+92.2% |
| Admin fee / account holder | $44 | $754-94.1% | $6,220-99.3% | $754-94.1% |