Filed August 1, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $200 |
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 | $42,328 | $44,221-4.3% | $121,220-65.1% | $56,289-24.8% |
| Participation rate | 97.1% | 61.1%+36.1pp | 71.8%+25.4pp | 69.9%+27.3pp |
| Annual return | -5.26% | -3.58%-1.7pp | 16.94%-22.2pp | -9.96%+4.7pp |
| Employer contribution / active EE | $5,152 | $1,480+248.2% | $4,023+28.1% | $2,111+144.0% |
| Participant deferral / active EE | $0 | $2,521-100.0% | $3,345-100.0% | $3,350-100.0% |
| Admin fee / account holder | $1 | $480-99.8% | $5,021-100.0% | $521-99.8% |