Filed July 10, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $18,464 |
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 | $36,035 | $62,928-42.7% | $172,753-79.1% | $67,582-46.7% |
| Participation rate | 43.7% | 64.5%-20.8pp | 82.6%-39.0pp | 71.3%-27.6pp |
| Annual return | 19.58% | 30.36%-10.8pp | 803.00%-783.4pp | 378.57%-359.0pp |
| Employer contribution / active EE | $467 | $1,636-71.5% | $5,144-90.9% | $2,148-78.3% |
| Participant deferral / active EE | $1,363 | $2,145-36.5% | $5,198-73.8% | $3,539-61.5% |
| Admin fee / account holder | $36 | $167-78.1% | $13,956-99.7% | $142-74.4% |