Filed March 14, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $17,733 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,331 | $101,672-51.5% | $147,117-66.5% | $74,478-33.8% |
| Participation rate | 98.4% | 75.5%+22.9pp | 82.2%+16.3pp | 67.2%+31.2pp |
| Annual return | 14.02% | 8757.83%-8743.8pp | 420.54%-406.5pp | 1370.56%-1356.5pp |
| Employer contribution / active EE | $619 | $3,813-83.8% | $4,932-87.5% | $2,626-76.4% |
| Participant deferral / active EE | $8,378 | $7,305+14.7% | $8,065+3.9% | $4,350+92.6% |
| Admin fee / account holder | $101 | $1,753-94.2% | $12,993-99.2% | $1,946-94.8% |