Filed April 14, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 KOCHS LANE · QUINCY, IL 62305 | Advisory (Participants) | $18,461 |
NICHOLAS L. SAAKVITNE1 year Filed as: NICHOLAS L. SAAKVITNE, A LAW CORP. Service code 25 W OLYMPIC BLVD., SUITE · LOS ANGELES, CA 90064 | Directed Trustee | $5,824 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $845,908 | $89,652+843.6% | $141,162+499.2% | $65,185+1197.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.5%+17.5pp | 70.2%+29.8pp |
| Annual return | 82.68% | 32.79%+49.9pp | 71.39%+11.3pp | 29.38%+53.3pp |
| Employer contribution / active EE | $7,599 | $3,065+148.0% | $4,735+60.5% | $2,177+249.1% |
| Participant deferral / active EE | $0 | $5,691-100.0% | $6,709-100.0% | $3,514-100.0% |
| Admin fee / account holder | $181 | $569-68.1% | $10,261-98.2% | $847-78.6% |