Filed July 15, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $33,217 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,797 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,489 | $86,655-27.9% | $119,622-47.8% | $66,938-6.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 79.3%+20.7pp | 69.8%+30.2pp |
| Annual return | -17.67% | -8.00%-9.7pp | -14.98%-2.7pp | 1.58%-19.2pp |
| Employer contribution / active EE | $4,792 | $2,536+89.0% | $4,232+13.2% | $2,545+88.3% |
| Participant deferral / active EE | $6,751 | $4,358+54.9% | $5,601+20.6% | $4,238+59.3% |
| Admin fee / account holder | $160 | $755-78.8% | $10,328-98.5% | $594-73.0% |