Filed August 1, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $32,165 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,091 | $53,901-7.1% | $134,162-62.7% | $73,493-31.8% |
| Participation rate | 90.9% | 62.8%+28.1pp | 72.2%+18.7pp | 70.7%+20.2pp |
| Annual return | 10.87% | 15.82%-4.9pp | 36.35%-25.5pp | 28.51%-17.6pp |
| Employer contribution / active EE | $5,029 | $1,458+244.9% | $3,705+35.7% | $2,270+121.5% |
| Participant deferral / active EE | $0 | $2,739-100.0% | $3,500-100.0% | $3,740-100.0% |
| Admin fee / account holder | $141 | $581-75.7% | $6,685-97.9% | $513-72.5% |