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 | $41,016+36.1% | $152,093-63.3% | $64,097-12.9% |
| Participation rate | 66.5% | 51.3%+15.1pp | 77.8%-11.3pp | 55.2%+11.3pp |
| Annual return | 14.82% | 39.60%-24.8pp | 66.36%-51.5pp | 34.64%-19.8pp |
| Employer contribution / active EE | $555 | $1,342-58.7% | $4,175-86.7% | $1,891-70.7% |
| Participant deferral / active EE | $2,345 | $1,927+21.7% | $5,451-57.0% | $3,080-23.9% |
| Admin fee / account holder | $219 | $2,305-90.5% | $14,497-98.5% | $3,454-93.7% |