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) | $42,236 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,439 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,893 | $91,372-20.2% | $130,045-43.9% | $74,460-2.1% |
| Participation rate | 99.6% | 77.8%+21.8pp | 78.5%+21.1pp | 70.7%+28.9pp |
| Annual return | 24.09% | 23.21%+0.9pp | -137.30%+161.4pp | 34.38%-10.3pp |
| Employer contribution / active EE | $4,861 | $2,563+89.6% | $4,321+12.5% | $2,638+84.3% |
| Participant deferral / active EE | $7,207 | $4,721+52.7% | $5,820+23.8% | $4,530+59.1% |
| Admin fee / account holder | $168 | $283-40.8% | $10,600-98.4% | $348-51.8% |