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 | $43,496+28.3% | $161,489-65.4% | $64,340-13.2% |
| Participation rate | 66.5% | 53.5%+13.0pp | 78.7%-12.2pp | 55.2%+11.2pp |
| Annual return | 14.82% | 20.76%-5.9pp | 89.72%-74.9pp | 24.14%-9.3pp |
| Employer contribution / active EE | $555 | $1,431-61.2% | $4,268-87.0% | $1,862-70.2% |
| Participant deferral / active EE | $2,345 | $1,996+17.5% | $5,630-58.3% | $2,980-21.3% |
| Admin fee / account holder | $219 | $2,330-90.6% | $16,006-98.6% | $3,703-94.1% |