Filed November 30, 2021 (most recent of 2 filings on file)
Total covered: 50 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $701 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,723 | $69,383+45.2% | $101,275-0.5% | $73,497+37.0% |
| Participation rate | 52.1% | 68.4%-16.2pp | 75.8%-23.7pp | 70.7%-18.5pp |
| Annual return | 15.76% | 18.46%-2.7pp | 46.48%-30.7pp | 28.51%-12.8pp |
| Employer contribution / active EE | $505 | $2,628-80.8% | $3,660-86.2% | $2,270-77.8% |
| Participant deferral / active EE | $4,992 | $3,301+51.2% | $4,371+14.2% | $3,740+33.5% |
| Admin fee / account holder | $713 | $704+1.4% | $5,948-88.0% | $513+39.0% |