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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,331 | $101,317-51.3% | $146,958-66.4% | $74,495-33.8% |
| Participation rate | 98.4% | 75.5%+22.9pp | 82.2%+16.3pp | 67.2%+31.2pp |
| Annual return | 14.02% | 8730.91%-8716.9pp | 418.34%-404.3pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $619 | $3,810-83.8% | $4,933-87.5% | $2,623-76.4% |
| Participant deferral / active EE | $8,378 | $7,303+14.7% | $8,070+3.8% | $4,346+92.8% |
| Admin fee / account holder | $101 | $1,739-94.2% | $12,998-99.2% | $1,942-94.8% |