Filed November 29, 2016
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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $24,249 |
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 | $30,110 | $36,916-18.4% | $156,551-80.8% | $57,658-47.8% |
| Participation rate | 49.5% | 63.4%-13.9pp | 84.0%-34.5pp | 70.2%-20.7pp |
| Annual return | 6.75% | 12.38%-5.6pp | 32.23%-25.5pp | 5.13%+1.6pp |
| Employer contribution / active EE | $702 | $1,571-55.3% | $5,501-87.2% | $1,974-64.5% |
| Participant deferral / active EE | $1,397 | $1,926-27.5% | $4,871-71.3% | $3,061-54.4% |
| Admin fee / account holder | $69 | $82-16.1% | $13,028-99.5% | $95-26.8% |