Filed October 30, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-2647786 | Indirect Investment Fees | $95,271 |
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 | $112,360 | $55,002+104.3% | $59,887+87.6% | $56,287+99.6% |
| Participation rate | 55.1% | 75.9%-20.8pp | 74.7%-19.6pp | 69.9%-14.7pp |
| Annual return | -3.38% | 1.13%-4.5pp | 3.46%-6.8pp | -9.96%+6.6pp |
| Employer contribution / active EE | $4,350 | $2,448+77.7% | $2,722+59.8% | $2,111+106.0% |
| Participant deferral / active EE | $3,491 | $3,121+11.8% | $3,402+2.6% | $3,350+4.2% |
| Admin fee / account holder | $5 | $236-98.0% | $3,591-99.9% | $521-99.1% |