Filed November 5, 2020
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $102,511 |
Service code 99 · EIN 47-1411118 | Other Fees | $23,821 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,975 | $56,540-50.5% | $185,849-84.9% | $86,821-67.8% |
| Participation rate | 79.4% | 65.5%+13.9pp | 81.7%-2.3pp | 72.3%+7.1pp |
| Annual return | 15.88% | 118.20%-102.3pp | 122.10%-106.2pp | 97.94%-82.1pp |
| Employer contribution / active EE | $257 | $1,844-86.1% | $5,169-95.0% | $2,406-89.3% |
| Participant deferral / active EE | $1,736 | $2,555-32.0% | $5,569-68.8% | $4,132-58.0% |
| Admin fee / account holder | $116 | $150-22.7% | $16,244-99.3% | $170-31.8% |