Filed January 23, 2015
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 20-8648739 | Advisory (Plan) | $29,232 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,244 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,334 | $65,435-7.8% | $86,677-30.4% | $66,914-9.8% |
| Participation rate | 89.3% | 75.5%+13.8pp | 76.6%+12.7pp | 69.8%+19.5pp |
| Annual return | -18.64% | -10.89%-7.8pp | 35.91%-54.6pp | 1.58%-20.2pp |
| Employer contribution / active EE | $1,909 | $2,153-11.3% | $2,836-32.7% | $2,544-25.0% |
| Participant deferral / active EE | $3,852 | $4,100-6.0% | $4,656-17.3% | $4,237-9.1% |
| Admin fee / account holder | $167 | $642-73.9% | $7,493-97.8% | $593-71.8% |