Filed November 5, 2020
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $84,674 |
Service code 99 · EIN 47-1411118 | Other Fees | $22,763 |
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,304 | $47,180-46.4% | $149,723-83.1% | $74,473-66.0% |
| Participation rate | 83.1% | 63.4%+19.7pp | 78.8%+4.3pp | 70.7%+12.3pp |
| Annual return | 17.05% | 22.75%-5.7pp | 134.50%-117.4pp | 34.36%-17.3pp |
| Employer contribution / active EE | $610 | $1,907-68.0% | $4,821-87.3% | $2,638-76.9% |
| Participant deferral / active EE | $2,176 | $2,730-20.3% | $5,682-61.7% | $4,530-52.0% |
| Admin fee / account holder | $85 | $343-75.1% | $13,215-99.4% | $347-75.4% |