Filed August 1, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $75 |
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 | $37,690 | $38,969-3.3% | $109,313-65.5% | $55,167-31.7% |
| Participation rate | 95.6% | 58.2%+37.3pp | 71.3%+24.3pp | 69.0%+26.6pp |
| Annual return | 6.14% | 8.26%-2.1pp | 22.07%-15.9pp | 169.23%-163.1pp |
| Employer contribution / active EE | $4,691 | $1,227+282.5% | $3,892+20.5% | $1,963+139.0% |
| Participant deferral / active EE | $0 | $2,176-100.0% | $3,166-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $501-99.9% | $5,666-100.0% | $504-99.9% |