Filed April 8, 2021 (most recent of 2 filings on file)
Total covered: 118 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $1,319 |
COWEN & COMPANY LLC2 years Service code 50 · EIN 84-1702964 | Direct Payment | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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 | $130,030 | $73,638+76.6% | $95,968+35.5% | $73,501+76.9% |
| Participation rate | 0.0% | 76.2%-76.2pp | 77.1%-77.1pp | 70.7%-70.7pp |
| Annual return | 15.36% | 16.78%-1.4pp | 91.65%-76.3pp | 28.51%-13.2pp |
| Employer contribution / active EE | $119 | $1,863-93.6% | $2,542-95.3% | $2,270-94.8% |
| Participant deferral / active EE | $1,252 | $3,617-65.4% | $4,167-70.0% | $3,740-66.5% |
| Admin fee / account holder | $7 | $482-98.5% | $6,798-99.9% | $513-98.6% |