Filed October 30, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $10,564 |
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 | $133,210 | $65,322+103.9% | $70,476+89.0% | $73,493+81.3% |
| Participation rate | 85.8% | 77.0%+8.9pp | 75.1%+10.8pp | 70.7%+15.1pp |
| Annual return | 13.95% | 15.71%-1.8pp | 109.12%-95.2pp | 28.51%-14.6pp |
| Employer contribution / active EE | $6,595 | $2,460+168.1% | $2,738+140.9% | $2,270+190.5% |
| Participant deferral / active EE | $5,019 | $3,375+48.7% | $3,710+35.3% | $3,740+34.2% |
| Admin fee / account holder | $29 | $214-86.3% | $3,847-99.2% | $513-94.3% |