Filed July 10, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $18,557 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $30,864 | $37,196-17.0% | $154,108-80.0% | $55,725-44.6% |
| Participation rate | 44.9% | 64.1%-19.2pp | 83.0%-38.2pp | 70.9%-26.0pp |
| Annual return | -5.61% | 1319.68%-1325.3pp | 735.21%-740.8pp | 244.93%-250.5pp |
| Employer contribution / active EE | $536 | $1,614-66.8% | $5,298-89.9% | $2,078-74.2% |
| Participant deferral / active EE | $1,325 | $2,068-36.0% | $5,081-73.9% | $3,356-60.5% |
| Admin fee / account holder | $49 | $102-52.1% | $13,411-99.6% | $115-57.7% |