Filed November 5, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $35,051 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $18,654 | $62,928-70.4% | $172,753-89.2% | $67,582-72.4% |
| Participation rate | 48.8% | 64.5%-15.6pp | 82.6%-33.8pp | 71.3%-22.4pp |
| Annual return | 21.90% | 30.36%-8.5pp | 803.00%-781.1pp | 378.57%-356.7pp |
| Employer contribution / active EE | $200 | $1,636-87.8% | $5,144-96.1% | $2,148-90.7% |
| Participant deferral / active EE | $1,145 | $2,145-46.6% | $5,198-78.0% | $3,539-67.7% |
| Admin fee / account holder | $35 | $167-79.1% | $13,956-99.8% | $142-75.6% |