Filed October 30, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 39-1897480 | Advisory (Plan) | $16,621 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $5,397 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,104 | $60,989+92.0% | $60,899+92.3% | $66,930+75.0% |
| Participation rate | 84.2% | 74.5%+9.8pp | 73.1%+11.1pp | 69.8%+14.4pp |
| Annual return | -14.44% | -9.60%-4.8pp | 16.92%-31.4pp | 1.57%-16.0pp |
| Employer contribution / active EE | $7,715 | $2,661+190.0% | $2,702+185.5% | $2,545+203.2% |
| Participant deferral / active EE | $5,398 | $3,615+49.3% | $3,817+41.4% | $4,238+27.4% |
| Admin fee / account holder | $39 | $338-88.5% | $3,225-98.8% | $593-93.5% |