Filed November 5, 2020
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Finders... | $48,053 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $700 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,980 | $37,196-46.3% | $154,108-87.0% | $55,725-64.1% |
| Participation rate | 61.2% | 64.1%-2.9pp | 83.0%-21.8pp | 70.9%-9.6pp |
| Annual return | -2.80% | 1319.68%-1322.5pp | 735.21%-738.0pp | 244.93%-247.7pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $5,298-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $1,103 | $2,068-46.7% | $5,081-78.3% | $3,356-67.1% |
| Admin fee / account holder | $63 | $102-38.1% | $13,411-99.5% | $115-45.4% |