Filed August 1, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $100 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $31,511 | $37,134-15.1% | $100,671-68.7% | $52,331-39.8% |
| Participation rate | 97.8% | 57.7%+40.2pp | 70.7%+27.1pp | 68.1%+29.7pp |
| Annual return | 0.34% | 0.10%+0.2pp | 20.43%-20.1pp | 4.54%-4.2pp |
| Employer contribution / active EE | $4,686 | $1,187+294.7% | $4,012+16.8% | $1,882+149.0% |
| Participant deferral / active EE | $0 | $2,163-100.0% | $3,144-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $467-99.9% | $4,850-100.0% | $592-99.9% |