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 | $0 |
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 | $100,389 | $50,637+98.3% | $86,582+15.9% | $62,293+61.2% |
| Participation rate | 89.0% | 67.9%+21.1pp | 73.5%+15.4pp | 69.5%+19.4pp |
| Annual return | 17.34% | 20.80%-3.5pp | 965.08%-947.7pp | 28.90%-11.6pp |
| Employer contribution / active EE | $8,501 | $2,075+309.6% | $2,839+199.4% | $2,042+316.3% |
| Participant deferral / active EE | $0 | $2,611-100.0% | $3,609-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $413-100.0% | $4,904-100.0% | $479-100.0% |