Filed August 13, 2019 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $94,954 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,538 | $111,491-15.2% | $189,513-50.1% | $86,799+8.9% |
| Participation rate | 99.4% | 87.3%+12.1pp | 87.8%+11.6pp | 72.3%+27.1pp |
| Annual return | 16.91% | 83.50%-66.6pp | 555.15%-538.2pp | 97.91%-81.0pp |
| Employer contribution / active EE | $2,422 | $3,951-38.7% | $6,162-60.7% | $2,405+0.7% |
| Participant deferral / active EE | $6,166 | $6,437-4.2% | $8,221-25.0% | $4,131+49.3% |
| Admin fee / account holder | $142 | $189-24.8% | $12,045-98.8% | $170-16.3% |