Filed August 8, 2024 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $37,497 |
ENTERPRISE BANK & TRUST4 years Filed as: ENTERPRISE RETIREMENT SOLUTIONS Service code 28 · EIN 86-0172671 | Investment Management | $18,750 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $228,416 | $65,582+248.3% | $64,101+256.3% | $71,511+219.4% |
| Participation rate | 95.0% | 73.2%+21.8pp | 72.3%+22.7pp | 67.9%+27.1pp |
| Annual return | 16.61% | 18.96%-2.4pp | 33.72%-17.1pp | 28.86%-12.2pp |
| Employer contribution / active EE | $6,104 | $2,671+128.6% | $2,749+122.1% | $2,589+135.7% |
| Participant deferral / active EE | $8,171 | $3,628+125.2% | $3,881+110.5% | $4,291+90.4% |
| Admin fee / account holder | $206 | $616-66.6% | $3,070-93.3% | $1,588-87.1% |