Filed October 19, 2020 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $173,389 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,463 | $56,095-72.4% | $178,490-91.3% | $90,288-82.9% |
| Participation rate | 61.6% | 65.6%-4.0pp | 81.9%-20.4pp | 73.4%-11.8pp |
| Annual return | 13.97% | 28.81%-14.8pp | 151.07%-137.1pp | 53.97%-40.0pp |
| Employer contribution / active EE | $1,417 | $1,572-9.9% | $5,011-71.7% | $2,524-43.8% |
| Participant deferral / active EE | $0 | $2,669-100.0% | $5,202-100.0% | $4,232-100.0% |
| Admin fee / account holder | $4 | $101-95.9% | $13,984-100.0% | $114-96.3% |