Filed December 9, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $4,973 |
Service code 33 · EIN 42-3523567 | Securities brokerage commissions and ... | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,376 | $47,163-80.1% | $149,696-93.7% | $74,460-87.4% |
| Participation rate | 100.0% | 63.4%+36.6pp | 78.8%+21.2pp | 70.7%+29.3pp |
| Annual return | 77.41% | 22.75%+54.7pp | 134.46%-57.1pp | 34.38%+43.0pp |
| Employer contribution / active EE | $1,201 | $1,907-37.0% | $4,821-75.1% | $2,638-54.5% |
| Participant deferral / active EE | $3,519 | $2,730+28.9% | $5,682-38.1% | $4,530-22.3% |
| Admin fee / account holder | $15 | $343-95.5% | $13,212-99.9% | $348-95.6% |