Filed December 9, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,604 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,331 | $29,369-61.4% | $77,513-85.4% | $73,412-84.6% |
| Participation rate | 89.5% | 37.9%+51.6pp | 54.2%+35.3pp | 72.2%+17.4pp |
| Annual return | 16.99% | 358.15%-341.2pp | 54.81%-37.8pp | 59.30%-42.3pp |
| Employer contribution / active EE | $538 | $406+32.6% | $987-45.4% | $2,234-75.9% |
| Participant deferral / active EE | $1,702 | $941+80.9% | $1,861-8.5% | $3,806-55.3% |
| Admin fee / account holder | $14 | $123-88.8% | $2,859-99.5% | $158-91.3% |