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 | $50 |
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 | $97,950 | $44,873+118.3% | $79,466+23.3% | $56,287+74.0% |
| Participation rate | 88.1% | 68.7%+19.4pp | 73.3%+14.8pp | 69.9%+18.3pp |
| Annual return | -7.02% | 0.81%-7.8pp | 718.28%-725.3pp | -9.96%+2.9pp |
| Employer contribution / active EE | $10,037 | $2,140+369.0% | $2,800+258.4% | $2,111+375.4% |
| Participant deferral / active EE | $0 | $2,746-100.0% | $3,704-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $418-99.9% | $5,104-100.0% | $521-100.0% |