Filed December 3, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $3,250 |
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 | $24,452 | $53,412-54.2% | $68,509-64.3% | $52,331-53.3% |
| Participation rate | 90.9% | 71.7%+19.2pp | 74.7%+16.1pp | 68.1%+22.8pp |
| Annual return | 2.92% | 3.42%-0.5pp | 8.27%-5.4pp | 4.54%-1.6pp |
| Employer contribution / active EE | $1,000 | $1,607-37.8% | $2,278-56.1% | $1,882-46.9% |
| Participant deferral / active EE | $1,161 | $2,688-56.8% | $3,382-65.7% | $3,022-61.6% |
| Admin fee / account holder | $55 | $461-88.1% | $5,275-99.0% | $592-90.7% |