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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,659 | $46,292-79.1% | $143,757-93.3% | $64,808-85.1% |
| Participation rate | 99.4% | 64.2%+35.2pp | 80.3%+19.1pp | 71.5%+27.9pp |
| Annual return | -14.56% | -10.05%-4.5pp | -0.04%-14.5pp | 32.82%-47.4pp |
| Employer contribution / active EE | $3,389 | $1,910+77.5% | $4,951-31.5% | $2,506+35.2% |
| Participant deferral / active EE | $0 | $2,646-100.0% | $5,637-100.0% | $4,310-100.0% |
| Admin fee / account holder | $56 | $154-63.5% | $14,673-99.6% | $188-70.1% |