Filed October 1, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $11,631 | $58,895-80.3% | $178,503-93.5% | $73,497-84.2% |
| Participation rate | 99.6% | 66.2%+33.3pp | 81.9%+17.6pp | 70.7%+28.9pp |
| Annual return | 11.64% | 24.86%-13.2pp | 151.12%-139.5pp | 28.51%-16.9pp |
| Employer contribution / active EE | $2,292 | $2,236+2.5% | $5,011-54.3% | $2,270+1.0% |
| Participant deferral / active EE | $0 | $2,567-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $40 | $400-90.0% | $13,987-99.7% | $513-92.2% |