Filed April 28, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $20,072 |
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 | $21,230 | $46,173-54.0% | $170,435-87.5% | $69,631-69.5% |
| Participation rate | 92.4% | 63.9%+28.5pp | 83.6%+8.8pp | 70.7%+21.7pp |
| Annual return | 18.30% | 21.62%-3.3pp | 205.94%-187.6pp | 27571.02%-27552.7pp |
| Employer contribution / active EE | $1,160 | $1,610-28.0% | $5,432-78.7% | $2,032-42.9% |
| Participant deferral / active EE | $2,803 | $2,080+34.7% | $4,939-43.3% | $3,224-13.1% |
| Admin fee / account holder | $124 | $116+6.6% | $13,881-99.1% | $110+12.0% |