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 | -$10,500 |
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 | $140,439 | $66,124+112.4% | $90,440+55.3% | $73,493+91.1% |
| Participation rate | 93.5% | 69.7%+23.8pp | 72.7%+20.8pp | 70.7%+22.8pp |
| Annual return | 16.86% | 17.65%-0.8pp | 1294.38%-1277.5pp | 28.51%-11.7pp |
| Employer contribution / active EE | $11,357 | $2,346+384.0% | $3,263+248.0% | $2,270+400.3% |
| Participant deferral / active EE | $0 | $3,039-100.0% | $3,964-100.0% | $3,740-100.0% |
| Admin fee / account holder | -$48 | $396-112.2% | $5,615-100.9% | $513-109.4% |