Filed April 15, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 84-0467907 | Recordkeeping | $258,361 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $41,440 | $176,471-76.5% | $95,968-56.8% | $90,274-54.1% |
| Participation rate | 89.9% | 86.6%+3.3pp | 77.1%+12.8pp | 73.4%+16.5pp |
| Annual return | 14.77% | 20.15%-5.4pp | 91.65%-76.9pp | 53.97%-39.2pp |
| Employer contribution / active EE | $1,272 | $2,783-54.3% | $2,542-49.9% | $2,523-49.6% |
| Participant deferral / active EE | $3,104 | $5,325-41.7% | $4,167-25.5% | $4,231-26.6% |
| Admin fee / account holder | $65 | $154-57.8% | $6,798-99.0% | $114-43.0% |