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 | $115,723 | $51,620+124.2% | $90,304+28.1% | $65,185+77.5% |
| Participation rate | 94.3% | 68.6%+25.7pp | 73.3%+21.0pp | 70.2%+24.1pp |
| Annual return | 21.34% | 24.94%-3.6pp | 78.13%-56.8pp | 29.38%-8.0pp |
| Employer contribution / active EE | $11,037 | $2,235+393.9% | $2,855+286.6% | $2,177+407.1% |
| Participant deferral / active EE | $0 | $2,871-100.0% | $3,885-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $384-100.0% | $5,354-100.0% | $847-100.0% |