Filed September 22, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $25 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $93,828 | $43,423+116.1% | $78,676+19.3% | $55,167+70.1% |
| Participation rate | 80.0% | 68.0%+12.0pp | 73.6%+6.4pp | 69.0%+11.0pp |
| Annual return | 8.24% | 11.53%-3.3pp | 62.19%-54.0pp | 169.23%-161.0pp |
| Employer contribution / active EE | $8,299 | $1,997+315.6% | $2,850+191.2% | $1,963+322.8% |
| Participant deferral / active EE | $0 | $2,509-100.0% | $3,517-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $416-100.0% | $4,510-100.0% | $504-100.0% |