Filed December 3, 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 | $7,996 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,988 | $72,620-68.3% | $90,760-74.7% | $66,938-65.7% |
| Participation rate | 85.5% | 73.7%+11.8pp | 75.7%+9.8pp | 69.8%+15.7pp |
| Annual return | -13.11% | -12.28%-0.8pp | -12.16%-0.9pp | 1.58%-14.7pp |
| Employer contribution / active EE | $1,093 | $2,369-53.9% | $2,922-62.6% | $2,545-57.1% |
| Participant deferral / active EE | $1,024 | $3,979-74.3% | $4,565-77.6% | $4,238-75.8% |
| Admin fee / account holder | $68 | $707-90.4% | $8,444-99.2% | $594-88.6% |