Filed October 30, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $1,760 |
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 | $117,258 | $60,795+92.9% | $69,461+68.8% | $65,185+79.9% |
| Participation rate | 66.2% | 74.9%-8.7pp | 74.6%-8.5pp | 70.2%-4.0pp |
| Annual return | 20.44% | 17.46%+3.0pp | 28.97%-8.5pp | 29.38%-8.9pp |
| Employer contribution / active EE | $4,707 | $2,452+92.0% | $2,779+69.3% | $2,177+116.2% |
| Participant deferral / active EE | $3,632 | $3,162+14.9% | $3,536+2.7% | $3,514+3.3% |
| Admin fee / account holder | $5 | $314-98.4% | $3,840-99.9% | $847-99.4% |