Filed December 22, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $350 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,021 | $47,163+135.4% | $149,696-25.8% | $74,460+49.1% |
| Participation rate | 89.3% | 63.4%+25.9pp | 78.8%+10.5pp | 70.7%+18.5pp |
| Annual return | 4.98% | 22.75%-17.8pp | 134.46%-129.5pp | 34.38%-29.4pp |
| Employer contribution / active EE | $353 | $1,907-81.5% | $4,821-92.7% | $2,638-86.6% |
| Participant deferral / active EE | $759 | $2,730-72.2% | $5,682-86.6% | $4,530-83.2% |
| Admin fee / account holder | $1 | $343-99.8% | $13,212-100.0% | $348-99.9% |