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 | -$12,750 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,360 | $51,226+158.4% | $82,744+60.0% | $66,938+97.7% |
| Participation rate | 100.0% | 67.9%+32.1pp | 72.6%+27.4pp | 69.8%+30.2pp |
| Annual return | -16.98% | -9.61%-7.4pp | 702.22%-719.2pp | 1.58%-18.6pp |
| Employer contribution / active EE | $11,949 | $2,612+357.4% | $3,008+297.2% | $2,545+369.5% |
| Participant deferral / active EE | $0 | $3,460-100.0% | $4,395-100.0% | $4,238-100.0% |
| Admin fee / account holder | -$56 | $416-113.6% | $5,325-101.1% | $594-109.5% |