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 | $8,152 |
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.
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 | $26,862 | $37,117-27.6% | $147,617-81.8% | $55,191-51.3% |
| Participation rate | 90.2% | 63.6%+26.6pp | 84.6%+5.6pp | 69.2%+21.0pp |
| Annual return | 0.91% | 3.44%-2.5pp | 61.98%-61.1pp | 10.78%-9.9pp |
| Employer contribution / active EE | $1,907 | $1,620+17.7% | $5,564-65.7% | $1,899+0.4% |
| Participant deferral / active EE | $0 | $1,985-100.0% | $4,895-100.0% | $3,046-100.0% |
| Admin fee / account holder | $28 | $86-66.8% | $11,612-99.8% | $91-68.7% |