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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WATSON INSTITUTE FRIENDSHIP Service code 99 | Other Fees | $17,545 |
Filed as: CESSTAL GROUP RETIREMENT PLAN SERVI Service code 64 | Recordkeeping Fees | $15,046 |
Service code 13 | Contract Administrator | $13,148 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $27,233 | $91,710-70.3% | $67,560-59.7% | $77,762-65.0% |
| Participation rate | 79.5% | 76.0%+3.5pp | 72.9%+6.6pp | 70.6%+8.9pp |
| Annual return | 14.27% | 14.88%-0.6pp | 3533.50%-3519.2pp | 31.27%-17.0pp |
| Employer contribution / active EE | $2,099 | $3,187-34.1% | $2,737-23.3% | $2,728-23.1% |
| Participant deferral / active EE | $1,714 | $3,911-56.2% | $4,004-57.2% | $4,651-63.2% |
| Admin fee / account holder | $3 | $245-98.7% | $3,994-99.9% | $433-99.3% |