Filed August 1, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $30,336 |
Participant contribution per participant 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 | $42,556 | $45,602-6.7% | $117,533-63.8% | $66,938-36.4% |
| Participation rate | 90.9% | 57.6%+33.3pp | 70.6%+20.3pp | 69.8%+21.1pp |
| Annual return | -16.59% | -16.74%+0.1pp | 29.77%-46.4pp | 1.58%-18.2pp |
| Employer contribution / active EE | $4,646 | $1,579+194.3% | $4,179+11.2% | $2,545+82.6% |
| Participant deferral / active EE | $0 | $2,845-100.0% | $4,072-100.0% | $4,238-100.0% |
| Admin fee / account holder | $142 | $661-78.5% | $5,647-97.5% | $594-76.1% |