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 15 · EIN 84-0467907 | Recordkeeping | $1,093 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $91,811 | $86,294+6.4% | $111,319-17.5% | $85,852+6.9% |
| Participation rate | 61.0% | 73.3%-12.3pp | 77.3%-16.3pp | 69.3%-8.3pp |
| Annual return | 7.55% | 19.99%-12.4pp | 54.68%-47.1pp | 318.66%-311.1pp |
| Employer contribution / active EE | $961 | $2,044-53.0% | $2,732-64.8% | $2,566-62.5% |
| Participant deferral / active EE | $3,980 | $3,641+9.3% | $4,488-11.3% | $3,952+0.7% |
| Admin fee / account holder | $15 | $8,190-99.8% | $7,966-99.8% | $6,261-99.8% |