Filed November 5, 2020
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $82,432 |
Service code 99 · EIN 47-1411118 | Other Fees | $21,576 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,310 | $46,332-51.8% | $143,797-84.5% | $64,824-65.6% |
| Participation rate | 81.0% | 64.2%+16.7pp | 80.3%+0.6pp | 71.5%+9.5pp |
| Annual return | -14.99% | -10.05%-4.9pp | -0.04%-15.0pp | 32.84%-47.8pp |
| Employer contribution / active EE | $390 | $1,911-79.6% | $4,952-92.1% | $2,507-84.5% |
| Participant deferral / active EE | $1,964 | $2,647-25.8% | $5,638-65.2% | $4,311-54.5% |
| Admin fee / account holder | $84 | $154-45.3% | $14,679-99.4% | $188-55.2% |