Filed June 20, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 13-5674085 | Other Fees | $19,509 |
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Participant contribution per participant 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 | $0 | $33,520-100.0% | $124,814-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 2.1%-2.1pp |
| Annual return | 4.82% | 6.77%-2.0pp | 10.53%-5.7pp | 7.65%-2.8pp |
| Employer contribution / active EE | $6,870 | $23,265-70.5% | $26,797-74.4% | $20,582-66.6% |
| Participant deferral / active EE | $0 | $2,391-100.0% | $122-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $129-100.0% | $193-100.0% |