Filed February 5, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $22,285 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $9,798 | $36,916-73.5% | $156,551-93.7% | $57,658-83.0% |
| Participation rate | 74.9% | 63.4%+11.5pp | 84.0%-9.1pp | 70.2%+4.7pp |
| Annual return | 5.28% | 12.38%-7.1pp | 32.23%-26.9pp | 5.13%+0.2pp |
| Employer contribution / active EE | $591 | $1,571-62.4% | $5,501-89.3% | $1,974-70.1% |
| Participant deferral / active EE | $0 | $1,926-100.0% | $4,871-100.0% | $3,061-100.0% |
| Admin fee / account holder | $37 | $82-55.0% | $13,028-99.7% | $95-60.7% |