Filed September 30, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $67,566 |
Service code 27 · EIN 82-1364595 | Advisory (Plan) | $33,057 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $23,726 | $37,196-36.2% | $154,108-84.6% | $55,725-57.4% |
| Participation rate | 56.3% | 64.1%-7.8pp | 83.0%-26.7pp | 70.9%-14.6pp |
| Annual return | -7.91% | 1319.68%-1327.6pp | 735.21%-743.1pp | 244.93%-252.8pp |
| Employer contribution / active EE | $900 | $1,614-44.3% | $5,298-83.0% | $2,078-56.7% |
| Participant deferral / active EE | $1,156 | $2,068-44.1% | $5,081-77.2% | $3,356-65.5% |
| Admin fee / account holder | $187 | $102+84.4% | $13,411-98.6% | $115+62.7% |