Filed April 15, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-1590850 | Recordkeeping Fees | $26,313 |
RIVERSIDE RESEARCH INSTITUTE2+ years Service code 10 · EIN 13-2593244 | Accounting | $5,500 |
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 | $99,184 | $80,177+23.7% | $123,894-19.9% | $57,658+72.0% |
| Participation rate | 68.0% | 74.4%-6.4pp | 81.4%-13.4pp | 70.2%-2.2pp |
| Annual return | 7.37% | 17.90%-10.5pp | 47.52%-40.1pp | 5.13%+2.2pp |
| Employer contribution / active EE | $0 | $2,913-100.0% | $4,617-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $7,520 | $5,130+46.6% | $5,984+25.7% | $3,061+145.7% |
| Admin fee / account holder | $45 | $106-57.7% | $8,357-99.5% | $95-52.4% |