Filed February 11, 2022 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $12,780 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $74,068 | $70,667+4.8% | $123,105-39.8% | $52,331+41.5% |
| Participation rate | 51.3% | 83.7%-32.4pp | 86.8%-35.5pp | 68.1%-16.8pp |
| Annual return | -0.73% | 6.23%-7.0pp | 13.22%-14.0pp | 4.54%-5.3pp |
| Employer contribution / active EE | $1,757 | $2,946-40.4% | $5,151-65.9% | $1,882-6.6% |
| Participant deferral / active EE | $2,235 | $4,493-50.3% | $6,229-64.1% | $3,022-26.1% |
| Admin fee / account holder | $89 | $506-82.4% | $9,014-99.0% | $592-84.9% |