Filed November 5, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $760 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,527 | $52,884-13.9% | $84,750-46.3% | $55,167-17.5% |
| Participation rate | 99.2% | 67.5%+31.7pp | 76.6%+22.6pp | 69.0%+30.2pp |
| Annual return | -0.89% | 18.03%-18.9pp | 22.78%-23.7pp | 169.23%-170.1pp |
| Employer contribution / active EE | $1,294 | $2,233-42.0% | $3,574-63.8% | $1,963-34.0% |
| Participant deferral / active EE | $4,369 | $2,644+65.3% | $3,712+17.7% | $3,054+43.1% |
| Admin fee / account holder | $5 | $581-99.1% | $5,332-99.9% | $504-99.0% |