Filed April 12, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $28,656 |
Employer contribution per participant 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 | $102,569 | $102,5530% | $151,611-32.3% | $66,914+53.3% |
| Participation rate | 90.6% | 85.5%+5.1pp | 87.5%+3.1pp | 69.8%+20.8pp |
| Annual return | -16.77% | -10.82%-6.0pp | 3.33%-20.1pp | 1.58%-18.4pp |
| Employer contribution / active EE | $1,472 | $4,180-64.8% | $6,166-76.1% | $2,544-42.1% |
| Participant deferral / active EE | $11,731 | $6,641+76.6% | $8,363+40.3% | $4,237+176.9% |
| Admin fee / account holder | $205 | $630-67.4% | $11,616-98.2% | $593-65.4% |