Filed February 5, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $571 |
Employer 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,833 | $56,540-93.2% | $185,851-97.9% | $86,821-95.6% |
| Participation rate | 100.0% | 65.5%+34.5pp | 81.7%+18.3pp | 72.3%+27.7pp |
| Annual return | 0.00% | 118.20%-118.2pp | 122.11%-122.1pp | 97.94%-97.9pp |
| Employer contribution / active EE | $21 | $1,844-98.8% | $5,168-99.6% | $2,406-99.1% |
| Participant deferral / active EE | $2,307 | $2,555-9.7% | $5,569-58.6% | $4,132-44.2% |
| Admin fee / account holder | $2 | $150-99.0% | $16,245-100.0% | $170-99.1% |