Filed November 29, 2016
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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $28,214 |
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 | $28,536 | $37,117-23.1% | $147,617-80.7% | $55,191-48.3% |
| Participation rate | 49.2% | 63.6%-14.4pp | 84.6%-35.4pp | 69.2%-20.0pp |
| Annual return | 1.77% | 3.44%-1.7pp | 61.98%-60.2pp | 10.78%-9.0pp |
| Employer contribution / active EE | $687 | $1,620-57.6% | $5,564-87.6% | $1,899-63.8% |
| Participant deferral / active EE | $1,273 | $1,985-35.9% | $4,895-74.0% | $3,046-58.2% |
| Admin fee / account holder | $77 | $86-10.4% | $11,612-99.3% | $91-15.5% |