Filed November 5, 2020
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $111,185 |
Service code 99 · EIN 47-1411118 | Other Fees | $27,733 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,933 | $50,919-41.2% | $155,556-80.8% | $77,762-61.5% |
| Participation rate | 84.8% | 63.1%+21.7pp | 78.2%+6.5pp | 70.6%+14.2pp |
| Annual return | 13.31% | 34.84%-21.5pp | 64.84%-51.5pp | 31.27%-18.0pp |
| Employer contribution / active EE | $717 | $1,991-64.0% | $4,675-84.7% | $2,728-73.7% |
| Participant deferral / active EE | $2,506 | $2,824-11.3% | $5,631-55.5% | $4,651-46.1% |
| Admin fee / account holder | $117 | $437-73.2% | $15,885-99.3% | $433-73.0% |