Filed October 5, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $82 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,501 | $46,732-43.3% | $156,551-83.1% | $55,167-52.0% |
| Participation rate | 94.7% | 65.8%+28.9pp | 84.0%+10.6pp | 69.0%+25.7pp |
| Annual return | -0.11% | 17.72%-17.8pp | 32.23%-32.3pp | 169.23%-169.3pp |
| Employer contribution / active EE | $2,129 | $2,105+1.1% | $5,501-61.3% | $1,963+8.5% |
| Participant deferral / active EE | $3,734 | $2,204+69.4% | $4,871-23.3% | $3,054+22.3% |
| Admin fee / account holder | $116 | $418-72.4% | $13,028-99.1% | $504-77.1% |