Filed August 1, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $31,207 |
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 | $47,312 | $46,722+1.3% | $130,660-63.8% | $65,185-27.4% |
| Participation rate | 94.0% | 60.9%+33.1pp | 71.7%+22.2pp | 70.2%+23.8pp |
| Annual return | 18.77% | 24.17%-5.4pp | 1709.29%-1690.5pp | 29.38%-10.6pp |
| Employer contribution / active EE | $4,903 | $1,488+229.6% | $4,092+19.8% | $2,177+125.3% |
| Participant deferral / active EE | $0 | $2,545-100.0% | $3,603-100.0% | $3,514-100.0% |
| Admin fee / account holder | $134 | $453-70.4% | $5,463-97.5% | $847-84.2% |