Filed June 26, 2024 (most recent of 2 filings on file)
Total covered: 22 employees
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| Provider | Service type | Compensation |
|---|---|---|
BCBSA NEBA1+ years Service code 14 · EIN 13-5656874 | Plan Administrator | $29,000 |
Service code 25 · EIN 04-2647786 | Directed Trustee | -$9,674 |
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 | $74,138 | $68,413+8.4% | $123,105-39.8% | $55,191+34.3% |
| Participation rate | 99.3% | 84.5%+14.8pp | 86.8%+12.5pp | 69.2%+30.1pp |
| Annual return | 1.15% | 6.30%-5.1pp | 13.22%-12.1pp | 10.78%-9.6pp |
| Employer contribution / active EE | $3,355 | $3,050+10.0% | $5,151-34.9% | $1,899+76.7% |
| Participant deferral / active EE | $4,413 | $4,490-1.7% | $6,229-29.2% | $3,046+44.9% |
| Admin fee / account holder | $27 | $88-69.6% | $9,014-99.7% | $91-70.6% |