Filed August 7, 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 | -$4,700 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,449 | $37,117+11.7% | $147,614-71.9% | $55,191-24.9% |
| Participation rate | 70.4% | 63.6%+6.8pp | 84.6%-14.2pp | 69.2%+1.3pp |
| Annual return | 0.48% | 3.44%-3.0pp | 61.98%-61.5pp | 10.78%-10.3pp |
| Employer contribution / active EE | $1,870 | $1,620+15.4% | $5,564-66.4% | $1,899-1.5% |
| Participant deferral / active EE | $0 | $1,985-100.0% | $4,895-100.0% | $3,046-100.0% |
| Admin fee / account holder | -$1 | $86-101.5% | $11,611-100.0% | $91-101.4% |