Filed July 10, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $17,994 |
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 | $35,672 | $52,293-31.8% | $178,503-80.0% | $73,412-51.4% |
| Participation rate | 49.5% | 65.3%-15.9pp | 81.9%-32.5pp | 72.2%-22.7pp |
| Annual return | 15.23% | 34.75%-19.5pp | 151.12%-135.9pp | 59.30%-44.1pp |
| Employer contribution / active EE | $518 | $1,736-70.1% | $5,011-89.7% | $2,234-76.8% |
| Participant deferral / active EE | $1,542 | $2,333-33.9% | $5,202-70.3% | $3,806-59.5% |
| Admin fee / account holder | $19 | $127-85.3% | $13,987-99.9% | $158-88.2% |