Filed August 1, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $27,895 |
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 | $46,611 | $48,432-3.8% | $121,169-61.5% | $71,495-34.8% |
| Participation rate | 94.6% | 54.3%+40.3pp | 69.5%+25.1pp | 67.9%+26.7pp |
| Annual return | 17.37% | 23.28%-5.9pp | 986.71%-969.3pp | 28.85%-11.5pp |
| Employer contribution / active EE | $4,171 | $1,493+179.4% | $4,168+0.1% | $2,589+61.1% |
| Participant deferral / active EE | $0 | $2,756-100.0% | $4,083-100.0% | $4,291-100.0% |
| Admin fee / account holder | $119 | $1,845-93.6% | $5,645-97.9% | $1,588-92.5% |