Filed March 27, 2019 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
RELIANCE TRUST COMPANY3+ years Service code 18 · EIN 58-1428634 | Direct payment from the plan; Custodi... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,798 | $64,954-18.7% | $115,752-54.4% | $62,293-15.2% |
| Participation rate | 63.8% | 73.0%-9.2pp | 77.8%-14.0pp | 69.5%-5.7pp |
| Annual return | 12.53% | 24.87%-12.3pp | 19.41%-6.9pp | 28.90%-16.4pp |
| Employer contribution / active EE | $984 | $2,344-58.0% | $3,492-71.8% | $2,042-51.8% |
| Participant deferral / active EE | $3,015 | $3,665-17.7% | $5,204-42.1% | $3,169-4.9% |
| Admin fee / account holder | $127 | $414-69.2% | $6,278-98.0% | $479-73.4% |