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 | $101,653-51.5% | $147,080-66.5% | $74,459-33.7% |
| Participation rate | 98.4% | 75.6%+22.9pp | 82.2%+16.3pp | 67.2%+31.2pp |
| Annual return | 14.02% | 8754.98%-8741.0pp | 420.17%-406.2pp | 1369.70%-1355.7pp |
| Employer contribution / active EE | $619 | $3,813-83.8% | $4,933-87.5% | $2,626-76.4% |
| Participant deferral / active EE | $8,378 | $7,304+14.7% | $8,066+3.9% | $4,350+92.6% |
| Admin fee / account holder | $101 | $1,752-94.2% | $12,989-99.2% | $1,945-94.8% |