Filed August 21, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
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 | $43,487 | $46,722-6.9% | $130,660-66.7% | $65,185-33.3% |
| Participation rate | 89.6% | 60.9%+28.6pp | 71.7%+17.8pp | 70.2%+19.4pp |
| Annual return | 18.07% | 24.17%-6.1pp | 1709.29%-1691.2pp | 29.38%-11.3pp |
| Employer contribution / active EE | $1,062 | $1,488-28.6% | $4,092-74.1% | $2,177-51.2% |
| Participant deferral / active EE | $5,971 | $2,545+134.6% | $3,603+65.7% | $3,514+69.9% |
| Admin fee / account holder | $29 | $453-93.6% | $5,463-99.5% | $847-96.6% |