Filed January 4, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $352 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $30,481 | $36,916-17.4% | $156,551-80.5% | $57,658-47.1% |
| Participation rate | 55.9% | 63.4%-7.5pp | 84.0%-28.1pp | 70.2%-14.3pp |
| Annual return | 8.95% | 12.38%-3.4pp | 32.23%-23.3pp | 5.13%+3.8pp |
| Employer contribution / active EE | $400 | $1,571-74.6% | $5,501-92.7% | $1,974-79.8% |
| Participant deferral / active EE | $1,458 | $1,926-24.3% | $4,871-70.1% | $3,061-52.4% |
| Admin fee / account holder | $15 | $82-82.3% | $13,028-99.9% | $95-84.5% |