Filed March 23, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 47-1411118 | Other Fees | $45,215 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,816 | $45,343+23.1% | $150,298-62.9% | $67,986-17.9% |
| Participation rate | 66.5% | 51.9%+14.6pp | 77.8%-11.3pp | 57.2%+9.3pp |
| Annual return | 14.82% | 33.28%-18.5pp | 62.79%-48.0pp | 31.67%-16.8pp |
| Employer contribution / active EE | $555 | $1,462-62.0% | $4,154-86.6% | $2,019-72.5% |
| Participant deferral / active EE | $2,345 | $2,055+14.1% | $5,453-57.0% | $3,358-30.2% |
| Admin fee / account holder | $219 | $2,250-90.3% | $14,116-98.5% | $3,203-93.2% |