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 | $50,860-41.1% | $155,574-80.8% | $77,714-61.5% |
| Participation rate | 84.8% | 63.1%+21.6pp | 78.2%+6.5pp | 70.6%+14.2pp |
| Annual return | 13.31% | 34.86%-21.6pp | 64.87%-51.6pp | 31.26%-17.9pp |
| Employer contribution / active EE | $717 | $1,991-64.0% | $4,676-84.7% | $2,727-73.7% |
| Participant deferral / active EE | $2,506 | $2,825-11.3% | $5,629-55.5% | $4,649-46.1% |
| Admin fee / account holder | $117 | $436-73.2% | $15,914-99.3% | $433-73.0% |