Filed December 9, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,919 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,907 | $30,086-50.5% | $61,399-75.7% | $64,814-77.0% |
| Participation rate | 88.7% | 36.4%+52.3pp | 52.6%+36.1pp | 71.5%+17.2pp |
| Annual return | -13.30% | -13.99%+0.7pp | 338.81%-352.1pp | 32.84%-46.1pp |
| Employer contribution / active EE | $602 | $536+12.3% | $1,159-48.1% | $2,507-76.0% |
| Participant deferral / active EE | $2,119 | $1,126+88.2% | $2,124-0.3% | $4,310-50.8% |
| Admin fee / account holder | $53 | $148-64.2% | $2,131-97.5% | $188-71.8% |