Filed July 25, 2017 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 39-0230590 | Recordkeeping | $10,500 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,409 | $130,194-74.3% | $169,993-80.3% | $71,457-53.2% |
| Participation rate | 99.2% | 86.1%+13.0pp | 87.0%+12.2pp | 67.9%+31.2pp |
| Annual return | 27.74% | 20.37%+7.4pp | 53.37%-25.6pp | 28.85%-1.1pp |
| Employer contribution / active EE | $2,509 | $4,381-42.7% | $6,785-63.0% | $2,588-3.0% |
| Participant deferral / active EE | $4,541 | $6,923-34.4% | $10,408-56.4% | $4,289+5.9% |
| Admin fee / account holder | $92 | $966-90.5% | $12,815-99.3% | $1,587-94.2% |